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Wealth Management Advisor- Wealth Client
1 week ago
Job Title: Wealth Manager – PMS & Mutual Funds Sales About the Role: We are seeking a Wealth Manager to specialize in PMS (Portfolio Management Services) and Mutual Funds Sales , focusing on engaging high-net-worth clients (portfolio size of ₹50L+). The role involves leveraging advanced digital tools to deliver tailored investment solutions and drive sales growth in the wealth management segment. Key Responsibilities: Conduct pre-scheduled video meetings with high-net-worth inbound clients to review portfolio holdings and provide expert recommendations. Convert high-intent leads into investments in PMS , Mutual Funds , and AIF (Alternate Investment Funds) . Analyze financial data and market trends to guide client investments effectively. Evaluate customer requirements, ensuring alignment with their wealth management goals. Facilitate seamless client onboarding by coordinating with operations, product, and tech teams. Maintain and deepen relationships with existing clients to encourage repeat investments. Educate clients on tax implications and risk management strategies for their investments. Required Skills & Qualifications: Education: Graduate/MBA/CA/CFA. Experience: 1–12 years in wealth management sales with expertise in PMS and Mutual Funds . Certifications: NISM Mutual Funds & PMS Distributor certificates (must be obtained within 1 month of joining). Strong communication skills and the ability to explain complex investment strategies in simple terms. Proficiency in market analysis and a client-centric approach. Why Join Us: Work with a high-performing leadership and founding team. Competitive compensation and incentives. Opportunities for career growth in a flat organizational structure. Collaborative and dynamic work environment with ample learning opportunities. Location: Multiple locations (preference for local candidates). Working Days: 6 days as per business requirements.