AVP / DVP - Private Wealth - Sales (Multiple locations)

3 days ago

Delhi Kolkata Mumbai NCR, India Indihire Consultants Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Were Hiring: Senior Wealth Management Professionals (Pan India Locations)

Roles: Portfolio Manager / AVP / DVP

Industry: Financial Services / NBFC (Please note this requirement is not for Bank)

Locations: Mumbai | Delhi | Kolkata | Chennai | Bangalore | Hyderabad | Pune

AND

Tier II Cities:- Bhopal, Raipur, Bhubaneshwar, Lucknow, Jaipur, Ludhiana, Udaipur, Coimbatore, Cochin, Visakhapatnam, Ahmedabad, Nasik, Goa (Panaji)

Who Were Looking For

We are seeking seasoned Wealth Managers/Private Bankers who are passionate about investment advisory and client relationship management.

Non-Negotiables:

Must have direct experience in selling investment products: Mutual Funds, PMS, AIF

Must have an active self-sourced client book (AUA)/Own Book

Must be open to work as an Individual Contributor (No team handling role)

Key Responsibilities:

  • Acquire & manage HNI/UHNI clients through tailored investment strategies
  • Offer end-to-end Financial Planning & Portfolio Management services
  • Drive revenue generation across MF, PMS, AIF, and other asset classes
  • Monitor portfolio health, ensure asset allocation discipline
  • Adhere to compliance, risk, and advisory frameworks
  • Identify market trends, new product opportunities, and competitor insights
  • Build and grow personal Assets Under Advisory (AUA)

Ideal Candidate Profile:

  • 6+ years of Wealth Management or Investment Advisory Sales experience
  • Proven track record in new client acquisition and revenue delivery
  • Own Book size of clients

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