Wealth Advisor

Share India Securities; Dadri; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Share India Securities in Delhi NCR seeks an experienced Portfolio Manager to manage AUM of 50–70 Cr and provide high-net-worth advice. The role prefers candidates with PMS, AIFs, and mutual funds sales experience, NISM MF VA, PMS XXIA, Derivatives, and IRDA certifications.

Continuous employment and local client base are important; call 8448307389 for discussions. Candidates should come from banking and wealth management with 3+ years in PM and financial advisory for HNIs/UHNIs, and no notice

Qualifications

• Must be from Banking and Wealth Management Industry.
• Managing AUM of 50-70 Cr in current role.
• At least 3 years in Portfolio Management & Financial Advisory for HNIs/UHNIs.
• Currently employed with no notice period.
• Client base primarily in Delhi NCR; prior NRI Banking & Investments experience preferred.
• Proven sales experience in PMS, AIFs, MLDs, NCDs, Private Credit Funds, REITs, InvITs, Insurance and Mutual Funds.
• CV must show continuous employment (no gaps).
• Call 8448307389 for discussions.

Skills

Portfolio Management

Financial Advisory

AUM Management

Sales Experience

Education

NISM Mutual Fund (Series VA)

PMS (Series XXIA)

Derivatives (Series VIII)

IRDA Certification

Job description

Location: Delhi NCR

Key Requirements

• Must be from Banking and Wealth Management Industry.
• Minimum experience of managing AUM of 50-70 Cr in current role.
• At least 3 years of Portfolio Management & Financial Advisory experience for HNIs/UHNIs.
• Currently employed (no notice period candidates).
• Client base primarily in Delhi NCR; prior NRI Banking & Investments experience preferred.
• Proven sales experience in PMS, AIFs, MLDs, NCDs, Private Credit Funds, REITs, InvITs, Insurance, and Mutual Funds.
• Certifications: NISM Mutual Fund (Series VA), PMS (Series XXIA), Derivatives (Series VIII, if applicable), and IRDA.
• CV must show continuous employment (no gaps).
• Interested candidates please call at 8448307389 for further discussions.