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Portfolio Manager
1 week ago
**Job Overview:**
Karyarth is a leading financial services provider, and we are seeking an experienced Wealth Manager to join our team. This role will involve acquiring and advising high net worth individuals (HNIs) and building strong relationships with them.
About the Role:
- Acquire and advise HNI clients, leading affluent and super-affluent client base from within the company.
- Build sales funnels through client meetings or virtual presentations.
- Conduct and assist in organizing seminars, workshops, and other business development activities.
Requirements:
- Prior experience working in wealth management firms, private banking, PMS advisory, AIF acquisition, or ticket MF sales with exposure to HNI client management.
- Maintain client relationships and generate assets under management (AUM) from preferred clients.
- Advising affluent clients on their existing investments, managing their overall financial portfolio, and deepening the wallet from existing clients.
Key Skills:
- Good ability to analyze client data, identify trends, and create lasting impressions through impactful presentations.
- Candidates with experience in managing HNI clients and good personal and virtual meeting skills may only apply.
- Impeccable sales skills to handle HNIs and good knowledge of equity markets and other investment assets.
