Greeting from Darsh Recruitment
JD for Wealth manager/ B2C Sales
Generate leads and acquire new retail and HNI clients
Promote Mutual Fund and investment products to potential customers
Conduct client meetings and investment discussions
Achieve monthly and quarterly sales targets
Mutual Fund Advisory
Recommend suitable Mutual Fund products based on client requirements
Explain investment plans, SIPs, returns, and market opportunities
Assist clients with investment documentation and onboarding process
Provide regular portfolio reviews and investment updates
HNI Client Management
Build and maintain relationships with High Net-Worth Individuals (HNI)
Understand client financial goals and provide customized investment solutions
Ensure high levels of client satisfaction and retention
Cross-sell wealth management products and services
Business Development
Develop referral networks and generate business opportunities
Coordinate with internal teams for smooth client servicing
Stay updated with market trends and investment products
Pay: ₹400,000.00 - ₹1,000,000.00 per year
Work Location: In person
