Private Wealth Advisor

<p><strong>Key Responsibilities</strong></p><p>Acquire new clients and develop long-term relationships with existing clients.</p><p>Understand clients' financial goals, risk appetite, and investment requirements.</p><p>Recommend suitable investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, Insurance, and other wealth management solutions.</p><p>Conduct regular portfolio reviews and provide investment updates to clients.</p><p>Achieve monthly and quarterly targets related to AUM, revenue, and client acquisition.</p><p>Maintain strong relationships with HNI and UHNI clients.</p><p>Generate leads through networking, referrals, market outreach, and business development activities.</p><p>Ensure proper client onboarding, documentation, and KYC compliance.</p><p>Stay updated with financial markets, investment products, and regulatory changes.</p><p>Coordinate with internal teams, research analysts, and operations for smooth execution of client requirements.</p><p>Ensure compliance with SEBI, AMFI, IRDAI, and other applicable regulatory guidelines.</p>