Wealth Manager

2 weeks ago

Ghaziabad, India Henox capital private limited Full time

About HENOX Capital

HENOX Capital and Finserv Pvt Ltd is a leading financial services firm specializing in mutual funds, bonds, PMS, AIF, insurance, and loan distribution. With a vision to provide integrated wealth solutions, we empower individuals and businesses to achieve financial well-being.

Key Responsibilities:

  • Acquire and manage high-net-worth (HNI) and affluent clients for their investment and financial planning needs.
  • Understand client requirements and provide personalized investment advisory across mutual funds, PMS, AIF, bonds, insurance, and other wealth products.
  • Generate and convert leads through networking, referrals, and digital channels.
  • Conduct portfolio reviews and suggest rebalancing or new investment opportunities.
  • Cross-sell relevant financial products in line with client risk appetite and goals.
  • Maintain client relationships with a high level of service and regular communication.
  • Coordinate with internal product and operations teams for seamless transaction execution.
  • Meet monthly sales and revenue targets as per company goals

Desired Candidate Profile:

  • Bachelor's degree (Finance/Commerce/Economics preferred); MBA/CFP/NISM certified candidates will be preferred.
  • Strong understanding of mutual funds, PMS, AIFs, bonds, and insurance products.
  • Proven ability to manage HNI/retail client relationships.
  • Excellent communication, interpersonal, and client-handling skills.
  • Self-driven, target-oriented, and ethical in approach.

What We Offer:

  • Attractive salary + performance-based incentives

  • Cutting-edge digital tools and client platforms

  • Continuous learning & training support

  • Professional and growth-focused work culture

  • Opportunity to work with a fast-growing financial group

Job Type: Full-time

Pay: ₹300, ₹450,000.00 per year

Benefits:

  • Health insurance
  • Provident Fund

Work Location: In person

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