Senior Wealth Manager

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About Company:

Dealplexus

Wealth Manager

Role Overview:

Wealth Manager

Roles and Responsibilities:

• Acquire and manage HNI/UHNI and retail clients for wealth products
• Drive sales of financial products like

  Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Fixed Income Securities, and Digi Gold

• Maintain strong relationships and offer personalized investment solutions
• Stay updated on market trends and help clients build diversified portfolios
• Achieve monthly and quarterly sales targets
• Leverage internal leads and networks to grow client base
• Maintain high standards of client servicing and financial compliance

Candidate Requirements:

• 3–5 years of experience in Wealth Management or Investment Advisory
• Proven track record in

  sales and relationship management

• Deep knowledge of financial products and markets
• Excellent communication, negotiation, and interpersonal skills
• NISM Mutual Fund certification preferred
• Existing client base is a strong plus

What We Offer:

• Competitive compensation + performance incentives.
• Opportunity to be part of a fast-scaling financial services platform.
• Exposure to a wide array of wealth products and cross-functional learning.
• Work in a collaborative, growth-focused environment.