Private Wealth Manager
Waytogo Consultants
5 - 10 years
Ahmedabad
Posted: 28/12/2025
Getting a referral is 5x more effective than applying directly
Job Description
- Acquire HNI / Affluent clients through cold calling, references, walk-ins, and networking
- Identify and convert prospects into active investing clients
- Achieve targets related to AUM, revenue, and new client acquisition
- Participate in marketing/lead-generation activities and investor meets
- Conduct risk profiling and financial need analysis of clients
- Recommend suitable investment products based on client profile
- Provide regular portfolio review and performance updates
- Ensure high client engagement, satisfaction, and retention
- Distribute and advise on:
- Mutual Funds
- PMS & AIF products (where applicable)
- Bonds & fixed income products
- Insurance solutions
- Structured products (if company offers)
- Cross-sell:
- loans against securities / wealth lending products (where applicable)
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