Wealth Manager

As a Wealth Manager at our growing investment advisory team in Connaught Place, you will play a crucial role in acquiring new clients and providing them with expert advice on various investment options such as mutual funds, insurance, fixed deposits, real estate, and more. Your responsibilities will include identifying and acquiring high-potential clients, understanding their financial objectives and risk tolerance, recommending suitable investment products, and maintaining long-term relationships based on trust and performance. You will be expected to proactively prospect new clients through leads, referrals, and self-sourced channels, while also selling and servicing a diverse range of offerings including Mutual Funds, Life & Health Insurance, FDs, Bonds, and Real Estate. Conducting regular portfolio reviews, cross-selling new products, staying updated with market trends, product changes, and compliance guidelines are essential aspects of this role. To excel in this position, you should possess a Bachelor's degree and demonstrate strong communication, persuasion, and relationship-building skills. Freshers with a keen interest in sales and finance are encouraged to apply. Being self-motivated, result-oriented, and passionate about helping individuals grow their wealth are key attributes we are looking for. While prior knowledge of mutual funds, insurance, or financial products is beneficial, certification in AMFI/NISM/IRDA is preferred or the willingness to pursue it is essential. This is a full-time position with a day shift schedule. Ideally, candidates applying for this role should have at least 1 year of total work experience. The work location is in person, providing you with the opportunity to engage with clients directly and build strong, lasting relationships.,