Relationship Manager - Wealth Management

Job Title: Financial Planner/Wealth manager

Location: Dwarka, New Delhi

Experience: 2–3 years

Key Responsibilities:

1. Existing Client Relationship Management

● Manage and review existing client investment portfolios. ● Conduct portfolio analysis and make necessary adjustments. ● Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Loans, Insurance (General & Term), Estate Planning, and Tax Planning. ● Create and enforce financial goal plans to meet clients’ long-term objectives.

2. New Client Acquisition & Relationship Management

● Acquire new clients through: ○ Financial Awareness Programs ○ Referrals from existing clients ○ Social media leads ○ Internal acquisition team leads ○ Other external sources ● Conduct financial planning and analysis for new clients. ● Build long-term relationships through periodic portfolio reviews, market discussions, and product recommendations.

3. Sales & Business Development

● This is a sales-driven role with KRAs directly linked to revenue generation. ● Onboard prospects from your own business book/network. ● Cross-sell financial instruments based on client needs. ● Utilize corporate networks to organize financial awareness sessions.

4. Additional Responsibilities

● Conduct initial portfolio screening for prospective clients. ● Maintain and update MIS reports. ● Present periodic performance reviews and achievements.

Candidate Profile:

● Strong communication and interpersonal skills to build long-term client relationships.

● In-depth knowledge of the Mutual Fund Industry, Capital Market, and profitability drivers.

● Self-motivated, flexible, and able to manage multiple priorities simultaneously.

● Willingness to work in a boutique financial solutions company.

● Must possess a personal laptop.

● CWM Certification is an added advantage.

● Graduate or Postgraduate degree required.

● Minimum 2+ years of experience.

● Own book of business is mandatory

Job Type: Permanent

Pay: ₹600,000.00 - ₹1,400,000.00 per year

Work Location: In person