Handing HNIs and ULTRA HNIs new and exiting clients and managing their financial planing. and follow the proper diversification and generate better Alpha. Required Candidate profile Preferred FEMALE Candidates. Should be polite and presentable. mandatory to speak the local language. Graduate, Post Graduate, Fresher too can apply

Advising HNIs client in their Wealth Management and Financial Planning Required Candidate profile A candidate should have basic understanding about the Mutual Funds, Direct Equity, PMS, Private Equity. Freshers can apply too Perks and benefits HEALTH INSURANCE, TRAVELLING,YEARLY BONUS

Responsibilities: * Manage HNIs' wealth through mutual funds, investment products & financial planning * Acquire new clients with focus on high net worth individuals * Oversee portfolio management using PMS & AIFs Travel allowance Performance bonus Health insurance Annual bonus

We’re Hiring! Entry-Level Wealth Planner Are you passionate about finance and helping people achieve their financial goals? We are looking for dynamic, enthusiastic individuals to join us as Wealth Planners at an entry level. Who can apply? Freshers or candidates with up to 1 year of experience Must be fluent in Telugu Strong communication skills Interested in building a career in wealth management & financial planning What you’ll do: Understand client financial needs Design and recommend suitable investment and protection plans Build long-term client relationships Location: Hyderabad Send your resume to us — we will verify your profile and contact you for the next steps in the interview process. Join us and grow your career in wealth management!

Responsibilities: * Manage high net worth clients' wealth through financial planning & investment strategies * Oversee portfolio construction using mutual funds, PMS & structured products Annual bonus Health insurance Performance bonus

Responsibilities: * Collaborate with private banking team on client needs analysis * Manage $10 million portfolio through mutual funds, alternative investments & PMS * Develop wealth strategies using investment products Travel allowance Health insurance Annual bonus Performance bonus Sales incentives Office cab/shuttle