Wealth Manager_Nagpur

Job Description: Acquire, manage, and grow a portfolio of high-net-worth individual (HNI) clients Provide comprehensive wealth management solutions across investment products Advise clients on mutual funds, PMS, AIFs, insurance, bonds, and structured products Build long-term client relationships and ensure high levels of client satisfaction Drive revenue through client acquisition, cross-selling, and portfolio expansion Conduct regular portfolio reviews and market updates for clients Ensure adh…