Wealth Relationship Manager

Hiring for Wealth Realtionship Manager leading Wealth Comp.

Location-Gurgoan and Noida

You will be responsible for acquiring HNI/Retail clients and advising them on a core

suite of financial products: Fixed Deposits, Life Insurance, Bonds, and Mutual

Funds. This is a high-impact role blending relationship management with strategic

financial planning.

What You'll Do:

 Client Acquisition: Build and manage a high-quality book of clients.

 Balanced Advisory: Pitch the "Core Four"—FDs for safety, Bonds for yield,

Mutual Funds for growth, and Insurance for protection.

 Portfolio Health: Conduct periodic reviews to ensure client portfolios stay

aligned with their life goals.

 Revenue Growth: Meet AUM and insurance premium targets through ethical,

transparent selling.

What We're Looking For:

 Minimum Qualification: Graduates / Post Graduates from a recognized

University

 Experience: 3–8yrs years in Wealth Management, Banking, or Insurance Sales.

 Credentials: NISM (VA) and IRDAI certifications are highly preferred.

 Skills: Strong understanding of debt markets, tax-saving instruments, and equity

mutual funds.

 Mindset: A "client-first" attitude with a hunger for business development.

Benefits

 Competitive Pay: Attractive base + uncapped performance incentives.

 Tech-Enabled: Use our advanced platform to manage clients with zero

paperwork.

 Career Growth: Be an early member of a fast-scaling wealth-tech firm.