Wealth Manager

Company: PGSA WEALTH
Location: Wave One, Sector 18, NoidaPosition: Wealth Manager — Onsite, Full-timeAbout PGSA WEALTHPGSA WEALTH is a fast-growing financial services firm and an authorised sub-broker partner of Kotak Securities. We help retail & HNI clients with Demat & Trading accounts, Mutual Funds, Insurance, PMS, and AIF investments.Role SummaryWe are hiring ambitious Wealth Managers to acquire and manage client relationships, open Demat accounts, and cross-sell investment products like Mutual Funds, Insurance, PMS, AIF, and Loans. This is a client-facing, revenue-driven role with strong incentives and fast career growth.Key ResponsibilitiesAcquire clients & complete Demat/Trading account opening (KYC).Advise & cross-sell Mutual Funds (SIP/Lumpsum), Insurance (Life/Health), PMS, AIF, Loans.Build & manage long-term wealth relationships with clients.Educate clients on trading platforms & financial planning.Maintain CRM records and ensure SEBI/IRDA compliance.Consistently achieve monthly targets for accounts, AUM inflows, and premiums.Eligibility & CertificationsEducation: Graduation (Mandatory).Preferred Certifications:NISM Series V (Mutual Fund Distributor – Series 5)NISM Series VIII (Equity Derivatives)Experience: 0–2 years in Wealth Management / Broking / BFSI sales. Freshers with NISM certifications are welcome.Skills RequiredStrong communication in Hindi & English.Target-driven, motivated, and relationship-oriented.Basic financial & investment product knowledge.CRM & MS Office familiarity preferred.CompensationFixed Salary: ₹20,000 – ₹35,000 per month (based on experience & interview).Incentives: Performance-based (per Demat account, MF SIPs, insurance, PMS/AIF deals).Perks: Training, leaderboard bonuses, career growth to Senior Wealth Manager / Relationship Manager roles.How to Apply📧 Email: pgsapvtltd@gmail.com📞 Phone/WhatsApp: 9716079545Subject: Application — Wealth Manager — PGSA WEALTH (Noida)📌 Short JD (WhatsApp / Apna / WorkIndia)🚀 Hiring: Wealth Managers @ PGSA WEALTH (Noida, Wave One, Sec-18)💰 Salary: ₹20,000 – ₹35,000 + incentives📈 Role: Client acquisition + Demat account opening + Investment product advisory (MF / Insurance / PMS / AIF / Loans)🎓 Eligibility: Graduate (Mandatory), NISM 5 (Mutual Funds) & NISM 8 (Equity Derivatives) preferred👨‍🎓 Freshers welcome (with NISM)🏆 Growth: Unlimited incentives + career path to Relationship Manager / Senior Wealth Manager📧 Send CV: pgsapvtltd@gmail.com📞 Call/WhatsApp: 9716079545