Wealth Management Advisor
Coin Street
2 - 5 years
Gurugram
Posted: 20/12/2025
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Job Description
Job Title: Wealth Management RM Business Development (Quant + AI Startup)
Location: Gurgaon (flexible) | Full-time
Were a new-agequant + AI-driven wealth management startup . Looking for a Relationship Manager to driveclient acquisition , onboard investors, and build long-term client relationships.
What youll do
- Ownclient acquisition/targets (outbound + referrals + inbound leads)
- Conduct goal & risk discussions, onboarding, and portfolio reviews
- Explain ourquant-based approach in simple, trust-building language
- Maintain pipeline/CRM, follow-ups, documentation coordination
What were looking for
- 23 years in wealth / broking / MF distribution / fintech sales
- Strong communication + closing mindset
- Working understanding ofMutual Funds + asset allocation
- NISM preferred (or willing to complete)
Apply: DM on LinkedIn or email (CV + location + notice period).
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