Wealth Manager – HNI Acquisition

19 hours ago

Chennai, Tamil Nadu, India Allnessjobs Full time ₹ 2,00,00,000 - ₹ 5,00,00,000 per year

Designation:
Assistant Manager / Manager / Senior Manager

Experience:
2 to 5 Years

Locations:
Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, Delhi

Role Overview

The Wealth Manager – HNI Acquisition will be responsible for acquiring and managing High Net Worth Individual (HNI) clients and advising them on Equity-based investment products. The role requires strong relationship-building skills, an understanding of financial markets, and the ability to deliver monthly targets while ensuring customer satisfaction and long-term portfolio growth.

Key Responsibilities

  • Acquire new HNI clients and grow the existing client base through relationship management and networking.
  • Understand client investment objectives and risk appetite to recommend suitable equity-based investment solutions.
  • Actively promote and sell financial products such as Equity, Mutual Funds, Derivatives, Commodities, PMS, and Structured Products.
  • Maintain and grow the Asset Under Management (AUM) portfolio and achieve monthly/quarterly revenue targets.
  • Conduct regular portfolio reviews with clients and update recommendations as per market conditions.
  • Stay informed about market trends, investment products, SEBI guidelines, taxation, and product suitability criteria.
  • Maintain strong client relationships and ensure high customer satisfaction and retention.
  • Provide timely updates and reports to management.

Required Qualifications and Skills

  • Graduate/Postgraduate in Finance, Commerce, Business Administration, or related field.
  • 2–5 years of experience in direct selling of Equity/Mutual Funds/Commodity/Derivative investment products.
  • Candidates with an existing AUM portfolio of
    ₹20 Crore or above
    , along with a strong HNI network, will be preferred.
  • Strong understanding of financial markets, investment instruments, and risk profiling.
  • Excellent interpersonal, communication, and presentation skills.
  • Customer-focused attitude with strong persuasive and negotiation skills.
  • Proactive, self-driven, target-oriented, and capable of working independently.

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