Wealth Manager

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