About the role
Position: Wealth Advisor (Relationship Manager)
Location: Delhi NCR
We are seeking an experienced Wealth Advisor (Relationship Manager) to manage and grow a portfolio of High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (UHNIs). The role involves delivering customized investment solutions, managing client relationships, and driving revenue through wealth products.
Key Responsibilities- Manage and grow a portfolio of HNI/UHNI clients with a strong focus on relationship building.
- Handle Assets Under Management (AUM) of ₹50–70 Cr or more.
- Provide tailored financial advisory and portfolio management services.
- Identify client needs and recommend suitable investment products.
- Drive revenue through cross-selling and upselling of wealth products.
- Stay updated on market trends and investment opportunities to advise clients effectively.
- Ensure high levels of client satisfaction and retention.
- NISM Series V-A (Mutual Fund)
- NISM Series XXI-A (PMS)
- NISM Series VIII (Derivatives) – if applicable
- IRDA Certification
- Strong sales and relationship management skills
- Deep understanding of wealth products and financial markets
- Excellent communication and client handling abilities
- Target-driven and performance-oriented mindset