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Job Description

This job is responsible for acquiring and managing the portfolio of the clients, providing them best solutions & services, which help them to grow there wealth with Multiple Solutions.

Profile Comprehension & Required Skills

To do the entire portfolio analysis of your clients.

Performing need analysis of the HNI & Ultra HNI client's requirement and doing their 360 degree financial planning / wealth management.

Managing and improving relationship values with existing HNI & Ultra HNI client's.

Selecting products for the HNI & Ultra HNI client's according to their requirements from all liabilities products.

Formulating strategies to expand the HNI & Ultra HNI client's base.

Maintaining long term relationships with existing HNI & Ultra HNI clients so as to increase the revenue base for the company.

Cross-sell products and services to both new as well as existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements basically through financial planning process.

Achieving financial goals of the HNI & Ultra HNI clients through various product line like LI, MF, FI, GI, Real Estate, etc.


Mutual Funds (MF) (mandatory knowledge)

Life Insurance (LI)

General insurance (GI)

Health Insurance

Fixed Deposits (FD)

Liability Products


Real Estate



Why you should join us:

1. Salary will be best in industry. Additional bonus and incentives based on individual's, team's or company's performance.

2. Excellent and diverse future career growth opportunities.

3. Secured working environment.

Functional Area

Finance / Stock Market

Number of Vacancy



Other Bachelor Degree, M.B.A/PGDM

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