Job Brief We are looking for a Wealth Advisor / Investment Advisor to manage relationships with HNI and UHNI clients, offering investment solutions across Fixed Deposits, Mutual Funds, Bonds, Digital Gold, and other wealth products. If you're confident, client-facing, and interested in financial markets, we'd like to meet you. Openings: 5 Responsibilities

• Identify and connect with HNI/UHNI prospects
• Understand client goals and recommend suitable investment products (FDs, Mutual Funds, Bonds, Digital Gold, etc.)
• Onboard clients and manage the investment process
• Build long-term client relationships through regular portfolio reviews
• Achieve monthly/quarterly AUM and revenue targets
• Ensure compliance with KYC and regulatory guidelines
• Stay updated on market trends and new product launches

• Graduate in any discipline (Finance/Commerce preferred)
• Freshers welcome; prior experience in banking/wealth management is a plus
• Strong verbal and written communication skills
• Confident, presentable, client-facing personality
• Basic understanding of financial products is a plus
• NISM/AMFI certification is an added advantage

Connect with HNI/UHNI, Recommend suitable investment products

Excellent communication skills

Sales

Graduate in any discipline, MBA