Wealth Manager

Role: Financial Planner/Wealth Manager

This is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop unique financial strategies tailored to each client’s needs and goals.

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