Wealth Manager

DSP Eminence; Pune District, Mumbai, Ahmedabad District; Sur place; INR 500 000 - 800 000; Plein temps

Résumé du poste

DSP Eminence seeks a seasoned wealth advisor to acquire and manage HNI/UHNI clients in Pune, focusing on growing AUM, revenue, and wallet share. You will tailor wealth solutions and advise across mutual funds, PMS, AIFs, structured products, bonds, equities, and alternatives.

The role emphasizes deepening relationships through cross-sell and portfolio reviews. The ideal candidate will understand clients' financial goals and risk profiles to deliver suitable investment strategies and sustained

Responsabilités

• Acquire and manage HNI/UHNI clients and build long-term relationships.
• Develop and manage a portfolio of clients with a focus on AUM, revenue and wallet share growth.
• Understand clients' financial goals, investment objectives and risk profiles to offer suitable wealth solutions.
• Advise clients across investment products including Mutual Funds, PMS, AIFs, Structured Products, Bonds, Equities and Alternate Investments.
• Identify opportunities for new client acquisition through networking, referrals, market outreach and existing relationships.
• Deepen relationships with existing clients through cross-sell, product penetration and portfolio reviews.

Description du poste

• Acquire and manage HNI/UHNI clients and build long-term relationships.
• Develop and manage a portfolio of clients with a focus on AUM, revenue and wallet share growth.
• Understand clients' financial goals, investment objectives and risk profiles to offer suitable wealth solutions.
• Advise clients across investment products including Mutual Funds, PMS, AIFs, Structured Products, Bonds, Equities and Alternate Investments.
• Identify opportunities for new client acquisition through networking, referrals, market outreach and existing relationships.
• Deepen relationships with existing clients through cross-sell, product penetration and portfolio reviews.