Share India - Wealth Advisor

Position: Wealth Advisor (Relationship Manager)

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Location: Delhi NCR

About the Role \n

We are seeking an experienced Wealth Advisor (Relationship Manager) to manage and grow a portfolio of High Net-Worth Individuals (HNIs) and Ultra High Net-Worth Individuals (UHNIs). The role involves delivering customized investment solutions, managing client relationships, and driving revenue through wealth products.

Key Responsibilities \n

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• Manage and grow a portfolio of HNI/UHNI clients with a strong focus on relationship building.
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• Handle Assets Under Management (AUM) of ₹50–70 Cr or more.
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• Provide tailored financial advisory and portfolio management services.
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• Identify client needs and recommend suitable investment products.
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• Drive revenue through cross-selling and upselling of wealth products.
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• Stay updated on market trends and investment opportunities to advise clients effectively.
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• Ensure high levels of client satisfaction and retention.
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Key Requirements Industry Background: Must be from Banking or Wealth Management industry. Experience: Experience handling HNI/UHNI clients is mandatory. Prior experience in NRI Banking & Investments is preferred. AUM Handling: Proven experience managing ₹50–70 Cr AUM in the current role. Product Expertise: Strong exposure to: PMS, AIFs, MLDs, NCDs, Private Credit Funds REITs & InvITs Insurance & Mutual Funds Certifications Required \n

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• NISM Series V-A (Mutual Fund)
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• NISM Series XXI-A (PMS)
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• NISM Series VIII (Derivatives) – if applicable
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• IRDA Certification
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What We're Looking For \n

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• Strong sales and relationship management skills
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• Deep understanding of wealth products and financial markets
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• Excellent communication and client handling abilities
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• Target-driven and performance-oriented mindset
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