🧾 Job Responsibilities: Acquire new clients for Demat & Trading Accounts via SMC platform Promote and sell Insurance products (Life, Health, General) Cross-sell Mutual Funds, SIPs, and other investment options Educate customers on market basics and investment opportunities Follow up with leads via calls, WhatsApp, and field visits Maintain accurate records in CRM and submit daily reports ✅ Candidate Requirements: Experience: 6+ months in BFSI (Banking/Finance/Insurance) sales Skills: Strong communication, convincing power, and basic finance knowledge Language: Hindi & basic English (spoken & written) 🎓 Qualifications: Minimum Graduation (any stream) NISM Series V-A or IRDA certification preferred (not mandatory)
Company: PGSA WEALTH Location: Wave One, Sector 18, Noida Position: Wealth Manager — Onsite, Full-time About PGSA WEALTH PGSA WEALTH is a fast-growing financial services firm and an authorised sub-broker partner of Kotak Securities. We help retail & HNI clients with Demat & Trading accounts, Mutual Funds, Insurance, PMS, and AIF investments. Role Summary We are hiring ambitious Wealth Managers to acquire and manage client relationships, open Demat accounts, and cross-sell investment products like Mutual Funds, Insurance, PMS, AIF, and Loans. This is a client-facing, revenue-driven role with strong incentives and fast career growth. Key Responsibilities Acquire clients & complete Demat/Trading account opening (KYC). Advise & cross-sell Mutual Funds (SIP/Lumpsum), Insurance (Life/Health), PMS, AIF, Loans. Build & manage long-term wealth relationships with clients. Educate clients on trading platforms & financial planning. Maintain CRM records and ensure SEBI/IRDA compliance. Consistently achieve monthly targets for accounts, AUM inflows, and premiums. Eligibility & Certifications Education: Graduation (Mandatory). Preferred Certifications: NISM Series V (Mutual Fund Distributor – Series 5) NISM Series VIII (Equity Derivatives) Experience: 0–2 years in Wealth Management / Broking / BFSI sales. Freshers with NISM certifications are welcome. Skills Required Strong communication in Hindi & English. Target-driven, motivated, and relationship-oriented. Basic financial & investment product knowledge. CRM & MS Office familiarity preferred. Compensation Fixed Salary: ₹20,000 – ₹35,000 per month (based on experience & interview). Incentives: Performance-based (per Demat account, MF SIPs, insurance, PMS/AIF deals). Perks: Training, leaderboard bonuses, career growth to Senior Wealth Manager / Relationship Manager roles. How to Apply 📧 Email: pgsapvtltd@gmail.com 📞 Phone/WhatsApp: 9716079545 Subject: Application — Wealth Manager — PGSA WEALTH (Noida) 📌 Short JD (WhatsApp / Apna / WorkIndia) 🚀 Hiring: Wealth Managers @ PGSA WEALTH (Noida, Wave One, Sec-18) 💰 Salary: ₹20,000 – ₹35,000 + incentives 📈 Role: Client acquisition + Demat account opening + Investment product advisory (MF / Insurance / PMS / AIF / Loans) 🎓 Eligibility: Graduate (Mandatory), NISM 5 (Mutual Funds) & NISM 8 (Equity Derivatives) preferred 👨🎓 Freshers welcome (with NISM) 🏆 Growth: Unlimited incentives + career path to Relationship Manager / Senior Wealth Manager 📧 Send CV: pgsapvtltd@gmail.com 📞 Call/WhatsApp: 9716079545