🎁 Before you apply, rehearse this interview. Create your free WorkMundi account and get an Interview Training on HelpsYouSpeak — no cost, no card. I want my training →
We are looking for a Wealth Advisor / Investment Advisor to manage relationships with HNI and UHNI clients, offering investment solutions across Fixed Deposits, Mutual Funds, Bonds, Digital Gold, and other wealth products. If you're confident, client-facing, and interested in financial markets, we'd like to meet you. Openings: 5 Responsibilities Identify and connect with HNI/UHNI prospects Understand client goals and recommend suitable investment products (FDs, Mutual Funds, Bonds, Digital Gold, etc.) Onboard clients and manage the investment process Build long-term client relationships through regular portfolio reviews Achieve monthly/quarterly AUM and revenue targets Ensure compliance with KYC and regulatory guidelines Stay updated on market trends and new product launches Requirements Graduate in any discipline (Finance/Commerce preferred) Freshers welcome; prior experience in banking/wealth management is a plus Strong verbal and written communication skills Confident, presentable, client-facing personality Basic understanding of financial products is a plus NISM/AMFI certification is an added advantage Working Days: 6 days a week (Sunday fixed off) Salary: Up to 4.5 LPA Locations - Gurgaon ( Golf Course Ext )