Job Overview:

We are seeking a skilled Wealth Manager specializing in High Net Worth Individual (HNI) Acquisition to join our team in Nashik, Maharashtra. In this role, you will be responsible for identifying, engaging, and acquiring new HNI clients to grow our wealth management portfolio.

Job Details:

The Wealth Manager (HNI Acquisition) will focus on building relationships with potential HNI clients, understanding their financial goals, and offering tailored wealth management solutions to meet their needs.

Responsibilities:

• Identify and prospect potential HNIs through various channels.
• Conduct financial assessments and develop personalized wealth management strategies.
• Present and explain investment options and financial products to clients.
• Build and maintain long-term relationships with HNI clients.
• Monitor and review clients' portfolios to ensure alignment with their financial objectives.

Requirements:

• Proven experience in wealth management and HNI client acquisition.
• Strong understanding of financial markets, investment products, and wealth management services.
• Excellent communication and interpersonal skills.
• Ability to work independently and meet targets.

Benefits:

• Competitive salary and performance-based bonuses.
• Opportunity for career growth and professional development.
• Comprehensive health and wellness benefits package.

Other Details:

This position requires occasional travel within Nashik, Maharashtra to meet with clients and attend industry events. Join our team and make a meaningful impact on the financial well-being of our HNI clients.

We look forward to receiving applications from passionate wealth management professionals eager to excel in a dynamic environment. Your expertise and dedication will play a crucial role in shaping the financial success of our clients in Nashik, Maharashtra.