NISM Certified Wealth & Sales Manager

Team Leadership & Performance Management Lead, mentor, and manage a team of wealth executives or relationship managers. Train the team in product knowledge, client acquisition, and advisory skills. Set and monitor team targets for AUM growth and onboarding. Foster a collaborative, high-performance culture.

Client Acquisition & Relationship Management Personally identify and onboard HNI and UHNI clients. Leverage networking and referrals to expand client base. Maintain long-term, trust-based relationships with clients.

Investment Advisory & Portfolio Strategy

Develop customized investment strategies aligned with client goals. Recommend Mutual Funds, PMS, AIF, Bonds, Insurance, and Loans. Conduct periodic portfolio reviews and optimize strategies.