Position 1: Relationship Manager (Experienced)

2 - 5 years

0 Lacs

Posted:3 days ago| Platform: Linkedin logo

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On-site

Job Type

Full Time

Job Description

πŸ“’ We Are Hiring! | Mehak Wealth Management Pvt. Ltd. Position 1: Relationship Manager (Experienced) Position 2: Sales Executive (Experienced/Entry-level) πŸ“ Location: [AAC-03, Second Floor, Shipra Krishan Azure, Behind Wave Cinema, Kaushambi Ghaziabad, Uttar Pradesh πŸ•’ Employment Type: Full-Time πŸ’Ό Industry: Financial Services / Wealth Management About Us: Mehak Wealth Management Private Limited (Mehak Group of Companies) is a leading financial services firm committed to helping individuals and businesses achieve their financial goals. With a strong portfolio of investment solutions and personalized client service, we aim to deliver value-driven wealth management with integrity and innovation. πŸ”Ή Relationship Manager – Responsibilities: Build and maintain strong relationships with HNI & retail clients. Provide tailored investment advice across mutual funds, insurance, equities, and other financial products. Achieve monthly/quarterly targets for sales and client engagement. Conduct periodic reviews and portfolio assessments. Stay updated on financial markets and new investment offerings. Requirements: Graduate/Post-Graduate in Finance/Business or related fields. Minimum 2-5 years of experience in wealth management or financial services. Strong communication & client relationship skills. AMFI/NISM certification preferred. πŸ”Ή Sales Executive – Responsibilities: Generate leads and acquire new clients through cold calls, referrals, and field visits. Promote financial products and services to individuals and businesses. Assist Relationship Managers in client onboarding and documentation. Maintain client records and support after-sales service. Requirements: 2–3 years of sales experience. Good interpersonal and communication skills. Self-motivated, target-oriented & team player. What We Offer: Competitive salary with performance-based incentives. Structured training and mentorship. Opportunity for career growth in the financial sector. Supportive and dynamic work environment. πŸ“© To Apply: Email your updated resume to info@mehakwealthmanagement.com with subject line: "Application for RM / Sales Executive – [Your Name]" πŸ“ž For queries, contact: 9354971746 🌐 Visit us: www.mehakwealthmanagement.com] Join Mehak Wealth Management and shape the future of finance with us! Show more Show less

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