YU

Private Wealth Manager || Largest NBFC

Yuva Global Services
Navi Mumbai3-15 LPA Posted 30 Jun 2025
FULL TIME
Portfolio Management
Tax Planning
asset allocation
investment strategies
wealth preservation
+1 more

Job Description

  • Good Sales Experience in Mutual funds, PMS, AIF , HNI Client, D. Mat, TPP,
  • Having a min ticket size 100cr
  • Acquiring new HNI Clients, revenue generation, relationship with HNI/UHNI & corporate clients
  • Need to ensure growth of AUM or book size.

Required Candidate profile

  • Graduation / Post Graduation in any discipline
  • 8+ years sales exp. Wealth Mgmt. Industry
  • Strong Hold on HNI/UHNI Client and good business network to offer wealth advisory services.
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