Wealth Manager

🚀 We Are Hiring – Wealth Manager and RM

Position: Wealth Manager & RM

Location- Lucknow

Experience: 2 Plus

Salary: Up to ₹5 LPA

Functional Area: Marketing

Job Responsibilities:

Acquire and manage relationships with HNI / Ultra HNI clients.

Grow and maintain Assets Under Management (AUM).

Advise clients on investments and manage their overall financial portfolios.

Collaborate with product & research teams for investment decisions.

Conduct/assist in seminars, workshops, and business development activities.

Achieve targets in terms of client acquisition, business volumes & AUM.

Stay updated on available investment opportunities and market trends.

Periodically connect with clients to ensure satisfaction with services and returns.

Review client portfolios considering market/economic changes or personal life changes.

Handle key products such as PMS, Model Portfolios, Mutual Funds, Insurance, Bonds, Equity Trading, Commodities & Currency.

Qualifications:

CFP / CFA / MBA (Finance / Marketing)