Job Description – Wealth Management (Sales)
Location: Delhi
Experience: 2-5 years (Preferred in Wealth Management / Financial Services)
Industry: Wealth Management / Financial Services
Key Responsibilities:
· Client Acquisition: Identify, prospect, and onboard High Net Worth Individuals (HNIs) and corporate clients for investment products.
· Investment Advisory: Understand client needs and recommend suitable wealth management solutions, including Mutual Funds, PMS, AIFs, Fixed Income, and Insurance.
· Portfolio Management: Help clients structure and manage their portfolios for long-term wealth creation.
· Relationship Management: Build and maintain strong client relationships for retention and referrals.
· Market Research: Stay updated on financial markets, investment trends, and competitor offerings.
Key Requirements:
· Bachelor’s/Master’s degree in any stream.
· 1-5 years of experience in wealth management, financial advisory, or sales.
· Proven track record of acquiring and managing HNI & corporate clients.
· Strong understanding of investment products (Mutual Funds, PMS, AIFs, Fixed Income, Insurance).
· Excellent communication, negotiation, and relationship-building skills.
· AMFI/NISM certification is preferred.
Why Join Us?
· Opportunity to work with a leading wealth management firm.
· Attractive incentives and performance-linked earnings.
· Fast-track career growth in the financial services industry.
· Exposure to a wide range of investment products and HNI client management.
Pay: ₹40,000.00 - ₹50,000.00 per month
Work Location: In person
