Job Description – Wealth Manager (Mutual Fund)Position: Wealth Manager – Mutual Fund
Location: Agra
Department: Sales & Wealth Management
Experience: 1–5 Years (Freshers with relevant certifications may also apply)
Job Summary
We are looking for a dynamic and client-focused Wealth Manager to acquire, manage, and grow relationships with retail and HNI clients by offering suitable mutual fund investment solutions. The candidate will be responsible for financial planning, portfolio review, client servicing, and achieving business targets.
Key Responsibilities
- Acquire new clients and generate business through references, networking, and lead generation activities.
- Understand clients' financial goals and recommend suitable mutual fund investment products.
- Build and maintain long-term relationships with retail and HNI clients.
- Conduct portfolio reviews and provide investment-related guidance.
- Achieve monthly, quarterly, and annual sales targets.
- Ensure timely client onboarding and documentation compliance.
- Keep clients informed about market trends, investment opportunities, and fund performance.
- Coordinate with internal teams for smooth execution of transactions and client servicing.
- Maintain accurate records of client interactions and business activities.
Required Qualifications
- Graduate in B.Com, BBA, B.Sc., BA, or any discipline.
- MBA/PGDM in Finance will be an added advantage.
- NISM Series V-A (Mutual Fund Distributor Certification) preferred.
- Strong communication, presentation, and relationship management skills.
- Good understanding of mutual funds and financial markets.
Preferred Skills
- Client acquisition and relationship management.
- Financial planning and investment advisory.
- Sales and negotiation skills.
- Knowledge of mutual fund products and SIP investments.
- Ability to work in a target-driven environment.
Compensation & Benefits
- Attractive Fixed Salary + Incentives.
- Career growth opportunities in Wealth Management.
- Professional training and certification support.
Pay: ₹15,000.00 - ₹20,000.00 per month
Benefits:
Work Location: In person
