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Innovus Talent Solutions Nashik is seeking a seasoned wealth management professional for our Pune-based role. You will acquire and manage High Net Worth clients, grow AUM, and build strong referral networks.
The ideal candidate has 5–10 years of experience in wealth management or banking, an excellent HNI network, knowledge of mutual funds, and a target-driven mindset with strong communication and relationship-building skills.
Acquire & manage High Net Worth clients, grow AUM, build strong referral networks, provide mutual fund advisory, conduct portfolio reviews & ensure client retention. Experience in wealth management/banking preferred. Pune location.
5-10 yrs exp in wealth management/banking. Strong HNI network, AUM handling, mutual fund knowledge, NISM preferred. Excellent communication, relationship-building & target-driven mindset required.