Wealth Manager

5 days ago


Mumbai Metropolitan Region, India Gretex Share Broking Limited Full time ₹ 36,00,000 - ₹ 72,00,000 per year

Location: Prabhadevi (Naman Midtown)

Experience :5+ yrs

CTC :12- 18 LPA

KRA:

Client Acquisition & Wealth Onboarding:

Identify and onboard high-net-worth and ultra-high-net-worth clients to offer bespoke investment solutions including Mutual Funds, Insurance Broking, PMS, and other advisory services.


• 
Sales Strategy & Product Structuring:

Tailor financial offerings aligned with client goals and risk appetite. Deliver end-to-end financial planning through structured presentations and strategic advisory.


• 
Client Relationship Management:

Build, manage, and deepen long-term relationships with premium clients by offering continuous portfolio optimization, reviews, and cross-sell opportunities.


• 
High-Value Deal Closure:

Drive negotiation, handle objections, and close deals with precision and speed. Uphold the Gretex brand as a trusted financial partner in all interactions.


• 
Networking & Referrals:

Leverage industry events, business forums, and referral networks to drive warm leads and build a high-quality client base.

Candidate Profile


• - 4–10 years of experience in wealth management, insurance broking, mutual fund distribution, Equity & Derivative platform


• - Proven track record in acquiring and servicing HNI/UHNI clients.


• - Exceptional interpersonal, negotiation, and presentation skills.


• - Understanding of financial instruments, compliance, and market dynamics.


• - Willingness to travel extensively and operate in an on-field sales environment.


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