Wealth Sales & Advisor - Full Time

Job Description

Role: PCG- Wealth Sales & Advisory

CTC: Up to 30 LPA

Industry: Financial Services

Role Summary:

The role involves managing and growing a portfolio of HNI/UHNI PCG clients by offering customised wealth management and investment solutions. This is a revenue-driven role requiring strong relationship management skills and a deep understanding of investment products.

Key Responsibilities:

Acquire and manage HNI / Affluent clients.

Drive revenue through cross-selling and up-selling of wealth products.

Offer advisory solutions across:

Mutual Funds

PMS / AIF

Structured Products

Bonds / Fixed Income

Equity & Derivatives

Insurance & Other Investment Products

Build long-term relationships and ensure high client retention.

Achieve AUM growth and revenue targets.

Coordinate with internal product and research teams for customised solutions.

Maintain high compliance and regulatory standards.

Candidate Profile:

Experience: 3+ years with HNI & UHNI client base from the banks, broking or wealth industry with minimum AUM 70cr of wealth.

Strong exposure to HNI client handling.

Good understanding of capital market products.

Proven track record of revenue generation.

Excellent communication and negotiation skills.

NISM & CFP certifications are preferred.

Referrals are highly appreciated.

• Experience

  2 - 3 Years

• No. of Openings

  10

• Education

  Post Graduate (Other Master Degree, M.C.A, M.B.A/PGDM, M.Tech)

• Role

  Wealth Sales & Advisor

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office