Key Responsibilities:

• Build and maintain strong relationships with high-net-worth clients.

• Understand client needs and provide tailored financial solutions.

• Cross-sell and up-sell wealth management products like Mutual Funds, PMS, Insurance, Bonds, Corporate FDs, and NCDs.

• Conduct periodic portfolio reviews and provide investment advice aligned with client goals.

• Identify opportunities to acquire new clients and expand the client base.

• Ensure client queries regarding market trends, investment products, and account issues are resolved promptly.

• Monitor client exposure, investment limits, and risk profile adherence.

• Drive business growth while ensuring compliance with regulatory and organizational policies.

• Maintain accurate client records and documentation in line with internal procedures.

Eligibility: Only candidates with experience in Broking, Securities, or Wealth Management.

Experience: 1 to 10 Years

CTC: Up to 8 LPA

Location: New Delhi

Qualification: Graduate with NISM 8 Certification