We are seeking a motivated and client-focused Wealth Manager with 2-5 years of experience in the financial services industry. You will be responsible for managing client portfolios, offering strategic financial advice, and ensuring top-notch service delivery. This is a client-facing role that combines financial planning, relationship management, and market research.
Key Responsibilities
:
Client Acquisition & Business Development
New Client Acquisition
Networking & Prospecting
Onboarding & Fresh Investments
Dress Code & Professionalism
Focus on Company Business
Requirements
Bachelor's degree in Finance, Economics, Commerce, or related field. (MBA/CFP/CWM is a plus)
NISM V A is must
2-3 years of experience in wealth management, banking, or financial advisory.
Strong understanding of financial instruments and market trends.
Excellent communication and interpersonal skills.
Ability to work independently and manage client relationships with professionalism.
Proficient in MS Office, CRM tools, and financial planning software.
What We Offer
Competitive salary and performance-based incentives
Learning-driven work environment
Exposure to HNI and Ultra-HNI client management
Mentorship from senior professionals
Opportunity to grow within a fast-paced, client-centric organization
Job Type: Permanent
Pay: ₹400,000.00 - ₹800,000.00 per year
Benefits:
Cell phone reimbursement
Health insurance
Leave encashment
Work Location: In person
Speak with the employer
+91 8146699949
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