Wealth Manager

Job Title: Wealth Manager – Sales

Location: Dwarka, Delhi
Company: Anytime Invest

About Anytime Invest:

At Anytime Invest, we are redefining wealth creation through innovation, trust, and client-centric solutions. As a fast-growing player in Investment Management, Stock Broking, Insurance, and Mutual Funds, we empower individuals and organizations to achieve financial freedom. Join us in building India’s most customer-focused investment ecosystem.

Position Overview:

We are seeking a dynamic and visionary Wealth Manager – Sales with a strong background in Investment Management, Stock Broking, Mutual Funds, and Wealth Advisory to lead and scale client relationships and portfolio growth.

The ideal candidate will be a strategic relationship expert, responsible for driving sales, managing key client portfolios, and delivering world-class investment experiences while ensuring full compliance with regulatory standards.

This is a high-impact role with direct accountability for revenue growth, client acquisition, portfolio expansion, and advisory excellence.

Key Responsibilities:Leadership & Strategy

• Manage the wealth management function end-to-end — encompassing client portfolios, advisory, and sales performance.
• Represent Anytime Invest as the face of the brand, embodying trust, transparency, and client centricity.
• Develop and execute strategies to exceed revenue targets and deepen client engagement.

Sales & Business Development

• Drive distribution and sales of Mutual Funds, Equities, Insurance, Bonds, PMS, and other investment products.
• Acquire and manage HNI/UHNI, Retail, and Corporate Clients to grow AUM and revenue.
• Cross-sell and upsell financial products across existing client portfolios to maximize wallet share.
• Build long-term client relationships through high-touch advisory and performance-focused service.

Client Advisory & Portfolio Management

• Provide personalized wealth advisory and financial planning solutions aligned with client goals.
• Ensure seamless day-to-day client servicing, portfolio monitoring, and performance reporting.
• Collaborate with the Dealing Desk for efficient trade execution and query resolution.

Team Collaboration (if handling team)

• Work closely with internal teams and support functions to deliver superior client outcomes.
• Contribute to a high-performance culture rooted in learning, accountability, and client-first service.

Compliance & Quality

• Maintain 100% adherence to all regulatory, compliance, and audit norms.
• Uphold the highest standards of ethical selling, client confidentiality, and service quality.

Desired Candidate Profile:

Education:
Bachelor’s degree in Finance, Business Administration, or a related field (MBA/PGDM preferred).

Experience:
3–5+ years in Investments, Stock Broking, Mutual Funds, or Wealth Management, with demonstrated success in sales and client relationship management.

Skills:

• Strong understanding of financial markets and investment products.
• Excellent communication, advisory, and interpersonal skills.
• Strategic thinker with strong sales drive and result orientation.
• Experience in managing and nurturing high-value client relationships.
• Highly organized, disciplined, and capable of handling multiple priorities.

Perks & Benefits:

• Attractive Fixed Salary + High Incentives + Quarterly & Annual Bonuses
• Profit-sharing options for exceptional performers
• Medical & Life Insurance Coverage
• Annual offsites & recognition programs for top contributors
• Learning & Development sponsorships for NISM, CFP, CFA, and similar certifications
• Fast-track career growth opportunities in a rapidly expanding organization

Why Join Anytime Invest?

• Opportunity to build and scale a high-value wealth management portfolio.
• Access to a wide array of investment solutions and a powerful advisory platform.
• Be part of a client-first, fast-growth organization built on innovation and integrity.
• Uncapped earning potential and industry-leading recognition.

Job Type: Full-time

Compensation: 50,000-80,000 per month + Lucrative Incentives

Job Type: Full-time

Pay: ₹50,000.00 - ₹80,000.00 per month

Benefits:

• Leave encashment

Work Location: In person