Employment Type: Full-Time
Preferred Gender: Male / Female
Salary: ₹2 LPA – ₹3 LPA + Attractive Incentives

Job Overview

We are looking for a dynamic and client-focused Wealth Manager to acquire and manage Retail and HNI clients while providing customized wealth management and investment solutions.

Key Responsibilities

• Acquire new Retail and HNI clients through networking and referrals
• Build strong long-term client relationships
• Provide investment advisory and portfolio management solutions
• Cross-sell financial and insurance products
• Conduct portfolio reviews and market updates for clients
• Achieve assigned sales and business targets
• Ensure compliance with company and regulatory policies

Products & Services

• Demat & Trading Accounts
• Mutual Funds
• PMS & AIF Products
• Structured Products
• Bonds & Fixed-Income Instruments

Eligibility Criteria

• Minimum 1–2 years of experience in Wealth Management, Banking, or Financial Services
• Strong knowledge of investment and financial products
• Excellent communication and relationship management skills
• Target-oriented with strong client handling abilities

Benefits & Growth

• High incentive earning opportunity
• Exposure to Retail & HNI client portfolio management
• Career growth in Wealth Management & Financial Advisory
• Professional work culture with continuous learning and mentorship