Wealth Manager

Jainam; Pune District; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Jainam Broking Limited is seeking a dynamic professional to handle and service existing HNI clients for advisory, PMS, and AIF products in Pune. You will lead generation efforts, source new clients and accounts, and arrange regular meetings with fund managers to discuss strategies and updates.

In addition, you will plan exclusive events for HNI and Ultra HNI clients with AMCs, review client investments periodically, and support branch staff and sub-brokers to ensure seamless service delivery.

Qualifications

• Handling and servicing existing HNI clients for advisory/PMS and AIF products.
• Provide personalized wealth management solutions based on client goals and risk profiles.
• Coordinate with PMS/AIF teams to ensure smooth servicing of accounts.

Responsibilities

• Act as primary point of contact for HNI clients.
• Lead generation and sourcing of new clients and accounts.
• Arrange client meetings with fund managers regularly.
• Organize exclusive events for HNI/Ultra HNI clients with AMCs.
• Review existing investments to align with objectives.
• Support and servicing to branches and sub-brokers.

Skills

HNI client handling

Advisory services

PMS

AIF products

Lead generation

Client meetings

Event management

Branch support

Job description

Jainam Broking Limited is a fast-growing financial services organization delivering comprehensive investment and wealth management solutions across India. With a strong foundation of trust, innovation, and client-centricity, Jainam continues to expand its presence in the capital markets ecosystem.

About the Role

Handling and Servicing Existing HNI Clients for Advisory/PMS and AIF Products, Lead Generation and Sourcing of New Clients and Accounts, Arranging Client Meetings with Fund Managers on Regular Intervals, Managing Events with HNI and Ultra HNI Clients with AMC Support, Reviews of Client Existing Investments on Regular Basis, and Support and Servicing to Existing Branches and Sub-brokers.

Responsibilities

• Handling and Servicing Existing HNI Clients for Advisory/PMS and AIF Products
• Act as the primary point of contact for high net worth individual (HNI) clients.
• Provide personalized advisory services and wealth management solutions based on clients' financial goals and risk profiles.
• Coordinate with portfolio management services (PMS) and alternative investment fund (AIF) teams to ensure smooth servicing of client accounts.
• Conduct regular portfolio reviews and performance updates for existing clients.
• Lead Generation and Sourcing of New Clients and Accounts
• Proactively identify potential HNI clients through various channels such as referrals, networking, and market research.
• Collaborate with marketing and sales teams to generate leads and convert them into active accounts.
• Arranging Client Meetings with Fund Managers on Regular Intervals
• Coordinate and schedule meetings between HNI clients and fund managers for investment discussions and updates.
• Ensure timely communication of investment strategies, market insights, and performance reports to clients.
• Facilitate productive discussions to address client queries and concerns regarding their investments.
• Managing Events with HNI and Ultra HNI Clients with AMC Support
• Plan and organize exclusive events and seminars for HNI and ultra HNI clients in collaboration with asset management companies (AMCs).
• Reviews of Client Existing Investments on Regular Basis
• Conduct thorough reviews of clients' existing investments to assess performance, risk exposure, and alignment with financial objectives.
• Support and Servicing to Existing Branches and Sub-brokers
• Collaborate with branch managers and sub-brokers to address client inquiries, resolve operational issues, and facilitate seamless service delivery.
• Provide training and guidance to branch staff and sub-brokers on product offerings, sales techniques, and client management best practices.