Wealth Manager

Job Description

Job Summary: We are hiring enthusiastic and driven Wealth Managers to join our growing investment advisory team in Connaught Place. The role focuses on acquiring new clients and advising them on a diversified portfolio including mutual funds, insurance, fixed deposits, real estate, and other financial products. Key Responsibilities: Identify, prospect, and acquire new high-potential clients through leads, referrals, and self-sourced channels Understand client financial goals and risk appetite to recommend suitable investment products Sell and service a diverse range of offerings – Mutual Funds, Life & Health Insurance, FDs, Bonds, and Real Estate Conduct regular portfolio reviews and cross-sell new products Build long-term client relationships based on trust and performance Stay updated with market trends, product changes, and compliance guidelines Maintain records in CRM and ensure prompt follow-up with leads and clients Requirements: Bachelor's degree Freshers with strong interest in sales and finance are encouraged to apply Strong communication, persuasion, and relationship-building skills Self-motivated and result-oriented with a passion for helping people grow their wealth Knowledge of mutual funds, insurance, or financial products is a plus Certification in AMFI/NISM/IRDA (preferred or must be willing to pursue) Job Type: Full-time Pay: ₹35,000.00 - ₹50,000.00 per month Schedule: Day shift Experience: total: 1 year (Preferred) Work Location: In person Speak with the employer +91 9990904924