Wealth Manager_Nagpur
Job Description:
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Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients
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Provide comprehensive wealth management solutions across investment products
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Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products
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Build long-term client relationships and ensure high levels of client satisfaction
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Drive revenue through client acquisition, cross-selling, and portfolio expansion
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Conduct regular portfolio reviews and market updates for clients
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Ensure adherence to internal policies and regulatory compliance
Desired Profile / Criteria / Skills :
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7–10 years of experience in B2C Wealth Management
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Strong client acquisition and relationship management skills
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Proven track record of revenue generation and portfolio growth
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Excellent communication and advisory skills
Company Profile
A leading India-based organization headquartered in Mumbai, recognized for delivering premium investment and advisory solutions to HNI, Ultra-HNI, and institutional clients. The company has a strong presence across --- advisory, capital markets, and investment banking domains. Known for its research-driven strategies, innovation, and customer-centric approach, the organization has established a trusted reputation in the investment industry. With a dynamic work culture and strong focus on professional growth, it continues to create long-term value for both clients and employees.
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