Job Summary
PA Wealth Private Limited is seeking a dynamic and target-driven Wealth Relationship Manager to acquire new clients, manage existing relationships, and provide investment solutions. The ideal candidate should have strong sales skills, excellent relationship management abilities, and knowledge of wealth management products.
Key Responsibilities:
● Acquire new clients and generate business through referrals, networking, and other sourcing channels.
● Build and maintain long-term relationships with HNI and retail clients.
● Understand clients' financial goals and recommend suitable investment solutions.
● Promote and sell financial products such as Mutual Funds, PMS, Bonds, Insurance, and other wealth management products.
● Achieve assigned sales, revenue, and AUM targets.
● Ensure compliance with company policies and regulatory requirements.
● Stay updated on market trends and investment opportunities.
Required Skills:
● Client Acquisition & Business Development
● Wealth Management & Investment Advisory
● Relationship Management
● Knowledge of Mutual Funds, PMS, Bonds & Insurance
● Sales & Target Achievement
● Strong Communication & Negotiation Skills
Preferred Candidate:
● 3–5 years of experience in Wealth Management, Banking, Stock Broking, Mutual Funds, or Financial Services.
● Experience in handling HNI clients is preferred.
● NISM Series V-A/V-B certification will be an added advantage.
Pay: ₹30,000.00 - ₹45,000.00 per month
Benefits:
- Cell phone reimbursement
- Internet reimbursement
- Paid sick time
- Provident Fund
Work Location: In person
