Jobs›Wealth Relationship, Noida

Wealth Relationship Manager (sales)

We Grow Wealth Pvt Ltd · Noida
Pay₹30,000–90,000a month, as listed
WhereNoidaUttar Pradesh
TypeFull time
Posted25 Sep13 days ago, via SimplyHired
Kaam checked
No fee, deposit or pay-to-apply signs
Good spoken and written English expected
Day work
No vehicle or licence needed
Skills they list5 named
Financial planningWealth managementInvestment managementFinancial analysisBanking
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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