Relationship Manager - Wealth Management

Wealth Manager – Sales | Anytime Invest | Delhi (Dwarka)

Location: Dwarka, Delhi
Company: Anytime Invest
Salary: ₹50,000 – ₹75,000 per month + High Incentives + Bonuses
Job Type: Full-Time
Experience Required: 3–5+ Years
Industry: Wealth Management · Investments · Stock Broking · Financial Advisory

About Anytime Invest

Anytime Invest is one of the fastest-growing financial services companies offering comprehensive solutions in Investment Management, Stock Broking, Mutual Funds, Insurance, and Wealth Advisory.
We are committed to building India’s most customer-centric investment ecosystem driven by innovation, integrity, and trust.

Join us if you want to build a high-impact career in the wealth management domain with unlimited growth potential.

Job Overview – Wealth Manager (Sales)

We are looking for a driven, strategic, and relationship-focused Wealth Manager – Sales to lead client acquisition, portfolio expansion, and wealth advisory operations. This role is ideal for professionals who excel in financial product sales and managing high-value client relationships (HNI/UHNI/Retail).

This is a high-impact role with direct responsibility for revenue, AUM growth, and client engagement.

Key ResponsibilitiesSales & Business Development

• Promote and sell Mutual Funds, Equity, PMS, Insurance, Bonds, and other investment products
• Acquire new retail and HNI clients to grow AUM and revenue
• Cross-sell and upsell across existing portfolios to maximize client wallet share
• Drive consistent revenue growth and meet monthly/quarterly targets

Client Relationship Management

• Build and maintain long-term relationships with HNI, UHNI, and corporate clients
• Provide personalized financial planning and wealth advisory
• Monitor portfolios, provide performance insights, and ensure timely client servicing
• Coordinate with dealing desk for trade support and execution

Leadership & Strategy

• Represent the Anytime Invest brand with professionalism and trust
• Implement strategic plans to improve sales performance and client engagement
• Collaborate with internal teams to deliver seamless client experiences

Compliance & Quality

• Ensure adherence to all regulatory guidelines (SEBI, AMFI, NISM)
• Maintain ethical selling practices and client confidentiality
• Keep documentation, reporting, and audit standards up to date

Who Can Apply (Desired Candidate Profile)

Education:

• Bachelor’s Degree in Finance/Business (MBA/PGDM preferred)

Experience:

• 3–5+ years in Wealth Management, Stock Broking, Mutual Funds, Financial Advisory, or Investment Sales

Skills:

• Strong understanding of capital markets & financial products
• Excellent communication and relationship-building abilities
• High sales orientation with a proven track record
• Ability to manage high-value clients and meet targets
• Strong analytical and portfolio management skills

Perks & Benefits

• Attractive Fixed Salary: ₹50,000–₹80,000 per month
• Performance Incentives + Quarterly & Annual Bonuses
• Profit-sharing options for top performers
• Medical & Life Insurance
• Learning sponsorship for NISM, CFP, CFA, and other certifications
• Annual offsites, awards, and recognition programs
• Rapid career growth in a fast-expanding organization

Why Join Anytime Invest?

• High-growth environment with strong earning potential
• Wide range of financial products and a robust advisory platform
• Opportunity to build and scale a premium wealth management portfolio
• Client-first culture driven by innovation, ethics, and professionalism

Apply Now

If you are a passionate wealth professional eager to accelerate your career and earnings, we would love to meet you!

Job Type: Full-time
Work Location: Dwarka, Delhi (In-person)

Job Type: Full-time

Pay: ₹50,000.00 - ₹75,000.00 per month

Benefits:

• Leave encashment

Work Location: In person