Wealth Manager
Leading wealth management company
5 - 10 years
Delhi
Posted: 21/02/2026
Job Description
Job Title: Wealth Manager Client Acquisition & Investment Sales
Location: Connaught Place (CP), New Delhi
Industry: Financial Services / Investment Advisory
Job Type: Full-Time (Base Salary + Incentives)
Experience: 05 years (Freshers with strong sales aptitude welcome)
Job Summary:
We are hiring enthusiastic and driven Wealth Managers to join our growing investment advisory team in Connaught Place. The role focuses on acquiring new clients and advising them on a diversified portfolio including mutual funds, insurance, fixed deposits, real estate, and other financial products.
Key Responsibilities:
- Identify, prospect, and acquire new high-potential clients through leads, referrals, and self-sourced channels
- Understand client financial goals and risk appetite to recommend suitable investment products
- Sell and service a diverse range of offerings Mutual Funds, Life & Health Insurance, FDs, Bonds, and Real Estate
- Conduct regular portfolio reviews and cross-sell new productsBuild long-term client relationships based on trust and performance
- Stay updated with market trends, product changes, and compliance guidelines
- Maintain records in CRM and ensure prompt follow-up with leads and clients
Requirements:
- Bachelor's degree
- Freshers with strong interest in sales and finance are encouraged to apply
- Strong communication, persuasion, and relationship-building skills
- Self-motivated and result-oriented with a passion for helping people grow their wealth
- Knowledge of mutual funds, insurance, or financial products is a plus
- Certification in AMFI/NISM/IRDA (preferred or must be willing to pursue)
- What We Offer:
- Fixed salary + Attractive performance-linked incentives
- Ongoing product and sales training
- Access to premium product partnerships (top AMCs, insurers, developers, etc.)
- Comfortable office environment in Connaught Place (CP), Delhi
- Opportunity to grow into senior advisory and team leadership roles
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