Wealth Management Advisor - Banking

Job Purpose:

This role is responsible for driving brokerage generation by providing financial advice and investment solutions to High Net Worth Individuals (HNI) regarding their equity and derivative portfolios.

You will play a key role in client acquisition for brokerage services and various investment products, aiming to achieve assigned targets.

Key Deliverables:

Client Relationship Management:

- Develop and maintain strong relationships with HNI clients.

- Conduct monthly portfolio reviews to understand client needs and recommend suitable investment strategies.

- Provide timely investment advice and recommendations for equity and derivative markets.

Business Development:

- Acquire at least one new client per month, with a minimum investment size of Rs. 25 lakhs (broking or investment products).

- Proactively generate leads and convert them into long-term clients.

Compliance:

- Ensure all financial advice and transactions comply with regulatory guidelines and company policies.

Communication & Collaboration:

- Engage with existing and potential clients through daily meetings to discuss investment opportunities.

- Collaborate effectively with internal teams to deliver comprehensive financial solutions.

Role Requirements:

Education:

- Degree in preferably Finance or Economics.

- NCFM Certifications (relevant to financial advisory services).

Experience:

3+ years of experience in equity sales, mutual funds, portfolio management services (PMS), or broking.

Skills & Knowledge:

- Strong understanding of capital markets, financial instruments, and investment strategies.

- Excellent communication and interpersonal skills to build rapport with clients.

- Ability to explain complex financial concepts in a clear and concise manner.

- Proficient in MS Office Suite for data analysis and reporting.

- Strong work ethic, self-motivated, and results-oriented with a target achievement mindset.