Relationship Manager

As a Relationship Manager at Mehak Wealth Management Private Limited, your role will involve: - Building and maintaining strong relationships with HNI & retail clients. - Providing tailored investment advice across mutual funds, insurance, equities, and other financial products. - Achieving monthly/quarterly targets for sales and client engagement. - Conducting periodic reviews and portfolio assessments. - Staying updated on financial markets and new investment offerings. To qualify for this position, you should have: - A Graduate/Post-Graduate degree 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. As a Sales Executive at Mehak Wealth Management Private Limited, your responsibilities will include: - Generating leads and acquiring new clients through cold calls, referrals, and field visits. - Promoting financial products and services to individuals and businesses. - Assisting Relationship Managers in client onboarding and documentation. - Maintaining client records and supporting after-sales service. To be eligible for this role, you should have: - 2-3 years of sales experience. - Good interpersonal and communication skills. - Self-motivated, target-oriented & team player. Join Mehak Wealth Management and avail: - Competitive salary with performance-based incentives. - Structured training and mentorship. - Opportunity for career growth in the financial sector. - Supportive and dynamic work environment. To apply, send your updated resume to info@mehakwealthmanagement.com with the subject line: "Application for RM / Sales Executive [Your Name]". For any queries, contact 9354971746. Visit www.mehakwealthmanagement.com to know more about us. Shape the future of finance with Mehak Wealth Management!,