Market Lead (Nasik)
On-siteNashik, Maharashtra, India
Job Summary
Manage a portfolio of high-net-worth individuals by developing long-term relationships, conducting regular meetings to understand financial goals, and serving as the primary point of contact for personalized solutions. Provide bespoke financial planning covering investment, estate, tax, and retirement strategies while advising on equities, fixed income, and alternative investments. Monitor and analyze client portfolios to recommend adjustments based on market trends, collaborate with internal teams for cutting-edge solutions, and ensure all transactions comply with regulatory requirements. Identify new business opportunities through networking and organize client events to expand the client base.
Required Qualifications
- Bachelor's degree in finance, Business Administration, or related field
- Minimum 9+ years of experience in wealth management or private banking, specifically dealing with HNI clients
- Strong understanding of investment products, financial markets, and portfolio management
Desired Qualifications
- Master's degree or relevant certifications like CFA, CFP, or CWM
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.