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Wealth Manager @ Unidus Services

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 Wealth Manager

Job Description

    Job Title: Wealth Manager Sales (HNI Segment)

    Location: Multiple Cities (Pan India)
    Employment Type: Full-Time (On-Site)

    Role Summary

    We are hiring an experienced Wealth Manager Sales professional to drive acquisition and relationship management within the high-net-worth client segment. The role focuses on business development, client engagement, and revenue growth across wealth management solutions.

    Key Responsibilities

    • Acquire and manage high-value clients.

    • Drive AUM growth through relationship-led sales.

    • Promote wealth management solutions including PMS, AIF, Mutual Funds, and structured offerings.

    • Conduct portfolio discussions aligned with client objectives.

    • Achieve defined revenue and business targets.

    Preferred Profile

    • 6+ years of experience in wealth sales / private banking.

    • Experience managing significant client portfolios.

    • Strong network within affluent client segments.

    • Excellent communication and negotiation skills.

    • Proven track record in revenue generation.

    Compensation: Competitive fixed pay + performance incentives.

Employement Category:

Employement Type: Full time
Industry: NBFC ( Non Banking Financial Services )
Role Category: Sales / BD
Functional Area: Not Specified
Role/Responsibilies: Wealth Manager

Contact Details:

Company: Unidus Services
Location(s): Ahmedabad

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Keyskills:   high net worth individuals pms wealth management mutual funds alternative investments portfolio management direct sales aif

 Fraud Alert to job seekers!

₹ 6 to 11 Yr

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