Wealth Manager

Job Description

Job Title: Wealth Manager (Sales Role) Location: Sector 62, Noida Company: JSR Fintech Pvt Ltd CTC Offered: ₹12 LPA Probation Period: 3 Months Reporting To: Director / Senior Wealth Head Start Date: with immediate effect About JSR Fintech Pvt Ltd JSR Fintech is a growing financial services firm committed to providing clients with trusted, customized, and growth-oriented financial planning and investment solutions. We believe in building strong relationships through transparency, performance, and client-centric advisory. Role Overview We are looking for a dynamic and goal-oriented Wealth Manager to join our sales team. The ideal candidate will be responsible for client acquisition and building a portfolio with an Assets Under Management (AUM) target of ₹4 Crores in the first 3 months. This is a sales-focused role requiring strong interpersonal skills, financial product knowledge, and the ability to build trust-based relationships with clients. Key Responsibilities Acquire new high-net-worth (HNI) and mass affluent clients for investment and wealth management services. Drive AUM growth by identifying client needs and offering tailored solutions. Meet and exceed sales targets — minimum ₹4 Cr AUM in the first 3 months. Build long-term relationships to enhance client satisfaction and retention. Promote and cross-sell financial products like Mutual Funds, FDs, PMS, Bonds, LAS, etc. Focus on B2B tie-ups Provide regular market updates and portfolio reviews to clients. Required Skills & Qualifications Bachelor’s degree in Finance, Business, Economics, or a related field. MBA preferred. 2-5 years of proven experience in wealth management, financial advisory, or investment sales. Strong network of potential HNI clients is highly preferred. Excellent communication, negotiation, and interpersonal skills. Deep understanding of financial markets and investment products. AMFI/NISM certifications (if required for mutual fund distribution). What We Offer Competitive fixed salary of ₹12 LPA. Performance-based incentives. Dynamic work environment with growth opportunities. Comprehensive training and support. Exposure to HNI client management and advanced investment strategies. Note: The position is initially for a 3-month probation period, during which performance will be closely evaluated. Successful candidates may be offered a permanent role with additional benefits.