Job Summary

• We are seeking skilled and results-driven Wealth Managers to join our dynamic team. The ideal candidates must demonstrate a proven ability in deposit mobilization (especially Fixed Deposits) and have a solid understanding of investment products and client relationship management.

Key Responsibilities

• Source, identify, and onboard high-net-worth individuals (HNIs) and institutional clients for various investment opportunities.
• Mobilize substantial fixed deposits and investment funds to meet organizational targets.
• Provide expert investment advice and customized financial solutions to clients.
• Maintain strong client relationships through regular communication, portfolio reviews, and updates.
• Collaborate with internal teams to ensure efficient execution of investment transactions.
• Monitor financial markets and identify emerging opportunities for both clients and the organization.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline.
• 3–5 years of experience in a financial institution (preferably in investment banking, asset management, or treasury operations).
• Demonstrated success in deposit mobilization and portfolio management.
• Excellent communication, negotiation, and relationship management skills.
• Strong knowledge of financial markets, investment products, and relevant regulations.

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