Profile: Wealth ManagerExperience: 03 - 05 yearsSalary: 10 lpa - 12 lpaAbout the Role:We are looking for an experienced Wealth Manager who can help high-net-worth clients (HNIs) invest and grow their money smartly and safely. This role is for someone who understands investment products like Mutual Funds, PMS (Portfolio Management Services), Bonds, etc. and can confidently guide clients on where and how to invest.Key Responsibilities:Build strong relationships with HNI clients and understand their financial goalsRecommend the right investment products (Mutual Funds, PMS, etc.) based on their needsRegularly stay in touch with clients and review their investment portfoliosBring in new HNI clients using your personal network and referencesMaintain and grow your book size (client investment portfolio)Stay updated with new products from Mutual Fund and PMS providers
