Happy to present a Sales Wealth Counsellor role with a fast growing fintech in the wealth advisory domain our client is growing exponentially in their journey to become a unicorn by 2024. NOTE - APPLICANTS HAVING RELEVANT WORK EXPERIENCE IN ACQUIRING AND ADVISING- HNI/ UHNI CLIENTS WITHIN THE FINANCIAL SERVICES INDUSTRY MAY ONLY APPLY FOR THIS ROLE Candidates in the Current CTC Range of 10 Lacs -22 Lacs can consider this opportunity. Applicants from Mumbai shall be considered for this role DESIGNATION:- Senior Wealth Counsellor (Leads will be provided by the Company) Location- Mumbai (Lower Parel) Experience:-Minimum 4-5+ Years Broader Role / Responsibilities: - Sales Wealth Counsellor- Private Wealth will be responsible for acquiring & advising HNI clients (Affluent & Super Affluent) - Maintaining client relationships and generate Asset Under Management (AUM) from preferred clients. - Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients. - To Track the Affluent & Super Affluent Client segment in the market for new client acquisition - To research, investigate on available investment opportunities/financial market trend to determine whether they fit into client's portfolios. - To coordinate with product and research team for taking investment decision for the clients. - To conduct and assist in organizing seminars, workshops and other business development activities. - Prior experience of working in a Broking/Private bank/wealth management set up. - Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above. - Candidates having good vintage in their present as well as previous companies will be preferred. The Person : - Ambitious, Focussed, Aspirational and keen to be part of a UNICORN journey. - Should be a relationship driven person. What's on Offer: - An opportunity to work with India's leading fintech in the wealth management space and being an integral part of their Unicorn journey. Contact: Komal Bhatia

Mumbai

Navi Mumbai

Wealth Manager/Relationship Manager - Private Wealth 

Job Description for Wealth Manager/Relationship Manager - Private Wealth  in SearchLight HR Services Pvt. Ltd in  Mumbai Navi Mumbai for (4-12) years of experience. Apply Now!