Wealth Manager

Role: The Wealth Manager is responsible for acquiring and managing high-net-worth clients by providing tailored investment and financial solutions across mutual funds, insurance, PMS, and advisory services. The role focuses on delivering end-to-end financial planning, nurturing long-term client relationships, and driving business growth through strategic sales and networking. Responsibilities & Deliverables: - Client Acquisition & Wealth Onboarding Sales Strategy & Product Structuring Client Relationship Management High-Value Deal Closure Networking & Referrals Requirements Task & Activities: - 1. Client Acquisition & Wealth Onboarding Identify, engage, and onboard high-net-worth (HNI) and ultra-high-net-worth (UHNI) clients through market research, referrals, and networking. Assess client financial goals, risk appetite, and investment preferences to create tailored wealth management solutions. Present and implement customized offerings across Mutual Funds, PMS, Insurance Broki...