Job Title: Wealth Relationship Manager
Location:
Shield Capital and Investments
E-300, 6th Floor, Industrial Area, Sector 75, Mohali, Punjab
About the Company
Shield Capital and Investments is a fast-growing investment advisory firm based in Mohali, dedicated to delivering reliable, research-driven, and personalized financial solutions to Moderate-Level and High Net-Worth Individual (HNI) clients. Established in 2018, the company has built a strong reputation for trust, professionalism, and client-centric financial advisory services.
With a vision to empower investors through strategic financial planning and market expertise, Shield Capital and Investments focuses on helping clients achieve sustainable long-term wealth creation while effectively managing financial risks.
The company proudly operates as a Franchise Partner of Motilal Oswal Financial Services Ltd. in Mohali, leveraging the strength, credibility, and market expertise of one of India's leading financial services organizations to provide comprehensive investment solutions to its clients.
Position Overview
Shield Capital and Investments is seeking a highly motivated and client-focused Investment Advisor & Wealth Relationship Manager to join our growing team. The ideal candidate should possess strong sales and relationship management skills, along with a sound understanding of financial markets and investment products.
The role involves advising clients on suitable investment opportunities, acquiring new clients, building long-term relationships, and contributing to the firm's business growth through effective wealth management solutions.
Key ResponsibilitiesClient Acquisition & Relationship Management
- Identify, acquire, and onboard new clients through referrals, networking, and lead generation activities.
- Develop and maintain strong relationships with retail, affluent, and HNI clients.
- Understand clients' financial goals, investment objectives, and risk profiles.
- Conduct regular client reviews and provide ongoing financial guidance.
Investment Advisory & Product Sales
- Advise and recommend suitable financial products based on client requirements.
- Promote and sell:
- Equity Investments
- Mutual Funds
- SIPs (Systematic Investment Plans)
- Bonds & Fixed Income Products
- IPOs & NFOs
- PMS & Wealth Management Solutions
- Insurance and Protection Products (where applicable)
- Educate clients on market opportunities and investment strategies.
Demat & Trading Account Acquisition
- Drive Demat and Trading Account openings.
- Ensure seamless onboarding and KYC compliance.
- Coordinate with internal teams for smooth account activation and servicing.
Market & Investment Knowledge
- Stay updated with stock market trends, economic developments, and investment opportunities.
- Utilize research reports and market insights to guide clients effectively.
- Assist clients in portfolio construction and diversification strategies.
Business Development & Revenue Generation
- Achieve monthly and quarterly business targets.
- Generate revenue through investment product distribution and brokerage business.
- Increase Assets Under Management (AUM) and client engagement.
- Contribute actively to the growth and expansion of the firm's client base.
Desired Skills & Competencies
- Strong sales, pitching, and client-conversion capabilities.
- Excellent communication, negotiation, and presentation skills.
- Sound knowledge of Equity Markets, Mutual Funds, SIPs, Bonds, and Wealth Management Products.
- Ability to understand client needs and provide suitable financial solutions.
- Sharp analytical thinking and problem-solving abilities.
- Strong relationship-building and customer service mindset.
- Self-motivated, target-driven, and result-oriented approach.
- Professional conduct and ethical business practices.
Qualification & Experience
- Graduate/Post Graduate in Finance, Commerce, Business Administration, Economics, marketing or related fields.
- 1–5+ years of experience in Wealth Management, Investment Advisory, Financial Product Sales, Stock Broking, Banking, or Financial Services.
- Knowledge of financial markets and investment products is mandatory.
- NISM/AMFI certifications will be considered an added advantage.
Why Join Shield Capital and Investments?
- Opportunity to work with a rapidly growing investment advisory firm.
- Association with the trusted legacy of Motilal Oswal Financial Services.
- Exposure to HNI and affluent client segments.
- Performance-driven growth and career advancement opportunities.
- Professional, learning-oriented, and entrepreneurial work environment.
- Attractive incentives and rewards linked to performance.
Employment Type: Full-Time
Industry: Financial Services | Wealth Management | Investment Advisory | Stock Broking
Pay: ₹25,000.00 - ₹40,000.00 per month
Work Location: In person
