Manager/enior Manager/AVP/Director – Wealth Management TGP GROWTH PARTNERS LLP

The Corporate Institute; India; On-site; INR 2,600,000 - 5,200,000; Full time

Job summary

The Corporate Institute is seeking a Wealth Manager to drive HNI/UHNI client acquisition and provide advisory services across Delhi, Mumbai, Pune and Bangalore. Progression to Manager/Senior Manager/AVP/Director will depend on book size, experience and growth prospects.

You will market in-house PMS and other investment products, build lasting client relationships, and strive to grow AUM while meeting targets. A finance-related degree is preferred.

Qualifications

• Experience in sales and client acquisition, with a focus on managing AUM of 20 crores+.
• Expertise in PMS and key investment products.
• Relevant degree in Finance or a related field.

Responsibilities

• Identify and attract HNI/UHNI clients through networking, market analysis, and referrals.
• Sell in-house PMS and other third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency.
• Develop and maintain strong relationships with clients to meet their financial needs and expand AUM.
• Achieve set targets for client acquisition, business volume, and assets under management (AUM).

Skills

Client acquisition

Sales

Relationship management

Education

Finance degree

Tools

PMS knowledge

Investment products knowledge

Job description

We are hiring for a Wealth Manager ( Manager/ Senior Manager/ AVP/ Directors – (as per their book size, experience and growth prospect) in a leading Private Wealth Management Firm dealing into HNI, UHNI on major 4 metros : Delhi /Mumbai /Pune & Bangalore.

Key Responsibilities:

• Client Acquisition: Identify and attract HNI/UHNI clients through networking, marketa analysis, and referrals.
• Sales & Advisory: Sell in-house PMS and other third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency.
• Relationship Building: Develop and maintain strong relationships with clients to meet their financial needs and expand AUM.
• Target Achievement: Achieve set targets for client acquisition, business volume, and assets under management (AUM).

Desired Profile:

• Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of – 20 crores+.
• Product Knowledge: Expertise in PMS and key investment products.
• Qualifications: Relevant degree in Finance or a related field.