Gretex Share Broking Limited
Website:
gretexbroking.com
Job details:
What You'll Do
• Own a book. Acquire, onboard, and grow a portfolio of HNI/ultra-HNI clients through proactive outreach, referrals, and your existing network.
• Advise, don't just sell. Understand each client's financial goals, risk appetite, and life stage and build investment strategies around them, not around product targets.
• Manage across asset classes. Offer solutions spanning Mutual Funds, PMS, AIF, Bonds, Fixed Income, Insurance, and Equity with the ability to articulate trade-offs clearly and confidently.
• Collaborate cross-functionally. Leverage GSBL's research desk, investment banking relationships, and IPO pipeline to deliver insights and opportunities that standalone wealth managers simply can't.
• Build the vertical. Contribute to refining our wealth proposition from onboarding experience to product shelf to client communication cadence. Your feedback shapes the playbook.
• Stay compliant, stay sharp. Ensure all client interactions and product recommendations adhere to SEBI regulations and internal risk frameworks.
What We're Looking ForBackground
• 3–10 years of experience in Wealth Management, Private Banking, Financial Advisory, or Financial Product Sales.
• Prior experience at a top-tier Wealth Management firm, AMC, NBFC, or Private/Retail Bank strongly preferred.
• Demonstrated track record of acquiring and retaining HNI clients.
Skills
• An active, credible HNI network or a proven ability to build one fast.
• Strong command over financial products: Mutual Funds, PMS, AIF, Bonds, Insurance, Structured Products.
• Exceptional communication and relationship-building skills — you can hold a room and a long-form conversation equally well.
• A consultative, client-first sales approach.
• Self-directed and comfortable with ambiguity — you don't need a process handed to you.
Qualifications
• CA / CFA / MBA (Finance) / Graduate in a Financial discipline.
• NISM certifications relevant to the product categories you'll advise on (or willingness to obtain them).
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