Position: Wealth Manager
Location: Mumbai & Hyderabad
Compensation: ₹3,00,000 to ₹5,00,000CTC + attractive incentives
Work Timings: 9:30 AM – 6:30 PM
Week Offs: All Sundays + 2nd & 3rd Saturday
Bank Holidays: As per BSE / market holiday calendar
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What the role is about
Acquiring the new clients.
Sales Meeting.
You’ll be advising clients on investments, building and managing their portfolios, and helping them make smart financial decisions. This is a client-facing role for someone who is comfortable with sales and long-term relationship building.
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Key Responsibilities
- Prospect, acquire, and onboard clients
- Understand client goals and recommend suitable investment products
- Maintain long-term client relationships
- Guide clients on mutual funds, insurance, and other investment avenues
- Ensure compliance with regulatory guidelines
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Who we are looking for
- Someone who enjoys sales and interaction with people
- Prior experience in investments / banking / mutual funds / insurance
- Working knowledge of financial products
- NISM V-A is mandatory
- Strong communication and client handling skills
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Suitable Titles / Background
- Wealth Manager
- Investment Advisor
- Financial Advisor
- Relationship Manager
- Certified Financial Planner
Pay: ₹300,000.00 - ₹500,000.00 per year
Benefits:
- Health insurance
- Provident Fund
Work Location: In person
