Wealth Manager( Sales Mutual Funds & Insurance)

Key Responsibilities:

Client Acquisition: Identify, prospect, and onboard High Net Worth Individuals (HNIs) and corporate clients for investment products.

Investment Advisory: Understand client needs and recommend suitable wealth management solutions, including Mutual Funds, PMS, AIFs, Fixed Income, and Insurance.

Portfolio Management: Help clients structure and manage their portfolios for long-term wealth creation.

Relationship Management: Build and maintain strong client relationships for retention and referrals.

Market Research: Stay updated on financial markets, investment trends, and competitor offerings.

Key Requirements:

Bachelors/Masters degree in any stream.

2-5 years of experience in wealth management, financial advisory, or sales.

Proven track record of acquiring and managing HNI & corporate clients.

Strong understanding of investment products (Mutual Funds, PMS, AIFs, Fixed Income, Insurance).

Excellent communication, negotiation, and relationship-building skills.

AMFI/NISM certification is preferred.

Why Join Us

Opportunity to work with a leading wealth management firm.

Attractive incentives and performance-linked earnings.

Fast-track career growth in the financial services industry.

Exposure to a wide range of investment products and HNI client management.

Compensation: 50,[hidden],000.00 per month

Experience:

Mutual Funds Sales : 1 year (Preferred)

Work Location: In person .