01Overview
Position: Wealth Manager
Location: Mumbai & Hyderabad
Compensation: 3,00,000 to 5,00,000CTC + attractive incentives
Work Timings: 9:30 AM 6:30 PM
Week Offs: All Sundays + 2nd & 3rd Saturday
Bank Holidays: As per BSE / market holiday calendar
What the role is about
Acquiring the new clients.
Sales Meeting.
Youll be advising clients on investments, building and managing their portfolios, and helping them make smart financial decisions. This is a client-facing role for someone who is comfortable with sales and long-term relationship building.
Key Responsibilities
Prospect, acquire, and onboard clientsUnderstand client goals and recommend suitable investment productsMaintain long-term client relationshipsGuide clients on mutual funds, insurance, and other investment avenuesEnsure compliance with regulatory guidelines
Who we are looking for
Someone who enjoys sales and interaction with peoplePrior experience in investments / banking / mutual funds / insuranceWorking knowledge of financial productsNISM V-A is mandatoryStrong communication and client handling skills
Suitable Titles / Background
Wealth ManagerInvestment AdvisorFinancial AdvisorRelationship ManagerCertified Financial PlannerPay: 300,000.00 - 500,000.00 per year
Benefits:
Health insuranceProvident FundWork Location: In person .
