Relationship Manager

As a Relationship Manager at Mehak Wealth Management Pvt. Ltd., you will play a crucial role in building and maintaining strong relationships with both HNI and retail clients. Your responsibilities will include providing customized investment advice across various financial products such as mutual funds, insurance, equities, and more. Achieving monthly/quarterly sales targets, conducting portfolio assessments, and staying updated on financial markets will be key aspects of your role. To excel in this position, you should hold a Graduate/Post-Graduate degree in Finance/Business or a related field, possess a minimum of 2-5 years of experience in wealth management or financial services, and demonstrate strong communication and client relationship skills. Preference will be given to candidates with AMFI/NISM certification. As a Sales Executive at Mehak Wealth Management Pvt. Ltd., your primary responsibilities will involve generating leads, acquiring new clients through various channels, and promoting financial products and services to individuals and businesses. You will also support Relationship Managers in client onboarding, documentation, and after-sales service. To succeed in this role, you should have at least 2-3 years of sales experience, excellent interpersonal and communication skills, and a self-motivated, target-oriented approach with a strong team player mindset. At Mehak Wealth Management, we offer a competitive salary with performance-based incentives, structured training, mentorship, and ample opportunities for career growth in the dynamic financial sector. If you are passionate about shaping the future of finance and possess the required qualifications and skills, we invite you to email your updated resume to info@mehakwealthmanagement.com with the subject line "Application for RM / Sales Executive [Your Name]." For any queries, feel free to contact us at 9354971746 or visit www.mehakwealthmanagement.com to learn more about our company. Join us at Mehak Wealth Management and be a part of our mission to help individuals and businesses achieve their financial goals through value-driven wealth management built on integrity and innovation.,