WE
Wealth Relationship Manager (sales)
We Grow Wealth Pvt Ltd · Ghaziabad
PayPay not listed
WhereGhaziabad
TypeFulltime
Posted25 Sep18 days ago, via Indeed
Kaam checked
No fee, deposit or pay-to-apply signs
Good spoken and written English expected
Day work
No vehicle or licence needed
About this job
Key Responsibilities
- Acquire and manage HNI/UHNI client relationships.
- Build and grow Assets Under Management (AUM) through new client acquisition and portfolio expansion.
- Advise clients on investment opportunities across Mutual Funds, PMS, AIFs, Unlisted Shares, Private Equity, and NCDs.
- Drive Demat account acquisition and ensure seamless account opening for new clients.
- Understand clients' financial goals and recommend suitable investment strategies.
- Achieve monthly AUM, revenue, and client acquisition targets.
what we are looking for
- Experience in wealth management, private banking, or financial avisory.
- Local candidates of delhi-ncr
- Existing Retails, HNI \& UHNI client base. strong knowledge of wealth products.
- Proven track records in client acquisition \& relationship management.
- Compensation: Salary hike as per current CTC \& Market standard
Kindly connect on 8448145499
- Pay
- ₹30,000.00 - ₹90,000.00 per month
- Work Location
- In person
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