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Wealth Manager
2 weeks ago
Job Description:
We are looking for an experienced Wealth Manager with a minimum of 4+ years of experience in wealth management and investment sales. The role is target-driven and involves selling mutual funds, insurance products, PMS, AIFs, and other investment solutions with attractive performance-linked incentives.
Key Responsibilities:
- Client Acquisition & Portfolio Management: Acquire and manage clients (including HNIs) and handle their portfolios across asset classes such as equity, debt, and structured products.
- Investment Solutions: Understand clients' financial goals, risk profiles, and provide suitable investment solutions.
- Product Knowledge & Cross-Selling: Strong understanding of investment options – mutual funds, bonds, PMS, AIFs, insurance, and alternative products – and ability to cross-sell effectively.
- Relationship Management: Build and nurture long-term client relationships through regular portfolio reviews and high-quality service.
- Business Development: Achieve revenue and sales targets through new client acquisition and upselling to existing clients.
- Compliance & Documentation: Ensure all investment processes and transactions follow SEBI and internal guidelines.
Candidate Profile:
- Graduate/Postgraduate in Finance, Business, or related field.
- Minimum 4 years of experience in wealth management or investment sales.
- NISM certifications (Series V-A or relevant) preferred.
- Strong communication and relationship-building skills.
- Ability to work independently and as part of a team.
- Existing client base preferred.
Job Type: Full-time
Pay: ₹300, ₹600,000.00 per year
Benefits:
- Cell phone reimbursement
Work Location: In person
