Wealth Manager

Position - Wealth Manager for Financial Advisory Company

Location - Delhi

Experience - 2+ Years

Key Responsibilities :-

1. Existing Client Relationship Management

• Manage and review existing client investment portfolios.
• Conduct portfolio analysis and make necessary adjustments.
• Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Loans, Insurance (General & Term), Estate Planning, and Tax Planning.
• Create and enforce financial goal plans to meet clients’ long-term objectives.

2. New Client Acquisition & Relationship Management

• Acquire new clients through:
• Financial Awareness Programs
• Referrals from existing clients
• Social media leads
• Internal acquisition team leads
• Other external sources
• Conduct financial planning and analysis for new clients.
• Build long-term relationships through periodic portfolio reviews, market discussions, and product recommendations.

3. Sales & Business Development

• This is a sales-driven role with KRAs directly linked to revenue generation.
• Onboard prospects from your own business book/network.
• Cross-sell financial instruments based on client needs.
• Utilize corporate networks to organize financial awareness sessions.

4. Additional Responsibilities

• Conduct initial portfolio screening for prospective clients.
• Maintain and update MIS reports.
• Present periodic performance reviews and achievements.

Candidate Profile :-

• Strong communication and interpersonal skills to build long-term client relationships.
• In-depth knowledge of the Mutual Fund Industry, Capital Market, and profitability drivers.
• Self-motivated, flexible, and able to manage multiple priorities simultaneously.
• Willingness to work in a boutique financial solutions company.
• Must possess a personal laptop.
• CWM Certification is an added advantage.
• Graduate or Postgraduate degree required.
• Minimum 2+ years of experience.
• Own book of business is mandatory.

Job Type: Full-time

Work Location: In person