Wealth Manager Unlisted Shares (Gurugram)

Wealth Manager Unlisted Shares We are looking for a client-focused Wealth Manager with 35 years of experience in unlisted shares/private markets. The candidate should have solid market knowledge, excellent relationship management skills, and a proven sales mindset. Key Responsibilities - Advise clients on unlisted equity investment opportunities. - Generate business through calls, referrals, networking, and existing clients. - Build and maintain relationships with HNIs, UHNIs, investors, and channel partners. - Understand client requirements and recommend suitable opportunities. - Track market trends, company updates, and valuations. - Maintain CRM records and achieve business targets. Required Skills - Strong knowledge of unlisted shares and private markets. - Excellent communication, negotiation, and presentation skills. - Strong sales and relationship management abilities. - Target-oriented and self-motivated. - Proficiency in Excel, PowerPoint, and CRM tools. Preferred Profile - 35 years of experience in unlisted shares, wealth management, broking, or investment advisory. - Experience handling HNIs/UHNIs and investors. - Strong financial market awareness. - Ability to work independently and achieve targets. Key Competencies - Client Relationship Management - Sales & Business Development - Investment Advisory - Market Research - Negotiation & Closing - Communication Skills - Target Orientation .