Wealth Manager_Nagpur
Job Description:
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Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients
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Provide comprehensive wealth management solutions across investment products
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Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products
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Build long-term client relationships and ensure high levels of client satisfaction
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Drive revenue through client acquisition, cross-selling, and portfolio expansion
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Conduct regular portfolio reviews and market updates for clients
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Ensure adherence to internal policies and regulatory compliance
Desired Profile / Criteria / Skills :
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7–10 years of experience in B2C Wealth Management
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Strong client acquisition and relationship management skills
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Proven track record of revenue generation and portfolio growth
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Excellent communication and advisory skills
Company Profile
--- --- and Investment Limited (Formerly Edelweiss Broking Limited) is a part of India’s largest --- --- platforms, servicing over 2,400 of India’s ---iest families as well as ~670,000 affluent and high net-worth individuals. This presently includes Investment ---, Mutual Fund Distribution, Research Analysis, Stock Broking, Clearing and Custody business, Portfolio --- business, Depository participant, Debt Syndication; Securities trading and advisory. The business is spread across India and abroad in countries like Singapore, Hong Kong, USA and UK.
Apply Now
- Interested candidates are requested to apply for this job.
- Recruiters will evaluate your candidature and will get in touch with you.