Sr. Wealth Management

2 weeks ago

Delhi, Delhi, India Elevation HR LLP Full time ₹ 35,00,000 - ₹ 50,00,000 per year

Key Responsibilities:

Minimum 7+yr. Exp. in Wealth Management.


• Client Acquisition & Portfolio Management:

Acquire high-net-worth clients (HNIs) and manage their investment portfolios across multiple asset classes, including debt, equity, and structured products.
•

Investment Advisory: Provide strategic financial advice in line with the client's financial goals, risk appetite, and market outlook.


• Product Knowledge & Cross-Selling: Deep understanding of investment products such as bonds, PMS, AIFs, mutual funds, insurance, and alternative investments.


• Relationship Management: Build long-term relationships by providing consistent support, conducting portfolio reviews, and maintaining high service standards.


• Compliance & Documentation: Ensure all client documentation, investment processes, and transactions comply with SEBI and internal regulatory guidelines.


• Business Development: Achieve revenue targets through effective upselling/cross-selling and expanding the client base.

Candidate Profile:
• Graduate/Postgraduate in Finance, Business, or a related field

  • NISM certifications (Series V-A or relevant) preferred

  • Strong interpersonal and communication skills

  • Existing client base/AUM of 1 Cr+ preferred

  • Proven ability to work independently and as part of a team

  • Strong analytical and financial planning skills

What We Offer:
• Access to best-in-class products and research

  • High-performance culture with attractive incentive structure

  • Regular training & development

  • Opportunity to grow into senior wealth advisory roles

Job Types: Full-time, Permanent

Pay: ₹3,500, ₹5,000,000.00 per year

Work Location: In person

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