Wealth Partner

Responsibilities

• Manage and grow a portfolio of HNI/UHNI clients in Delhi NCR
• Provide customized investment advisory and wealth management solutions
• Handle and manage AUM of ₹70 Cr and above
• Drive revenue growth through cross-selling of financial products
• Acquire new clients through networking, referrals, and market leads
• Build long-term relationships and ensure high client satisfaction
• Stay updated with market trends and recommend suitable investment strategies

Requirements

• Minimum 5+ years of experience in Private Banking or Wealth Management
• Must be currently managing AUM of ₹70 Cr or more
• Strong experience in handling HNI/UHNI clients
• Proven track record in sales and client acquisition
• Existing client base in Delhi NCR preferred
• Experience in NRI Banking & Investments is a plus
• Currently employed with no long notice period
• Stable career with no employment gaps

Preferred Qualifications

• NISM Series VA (Mutual Fund)
• NISM Series XXI-A (PMS)
• NISM Series VIII (Derivatives)
• IRDA Certification
• Strong communication and relationship management skills
• High negotiation and sales ability
• Market knowledge and financial acumen