Position - Wealth Manager for Financial Advisory Company Location - Delhi Experience - 2 Years Key Responsibilities - 1 Existing Client Relationship Management Manage and review existing client investment portfolios Conduct portfolio analysis and make necessary adjustments Drive additional business from existing clients across financial services including Mutual Funds Stocks Loans Insurance General Term Estate Planning and Tax Planning Create and enforce financial goal plans to meet clients long-term objectives 2 New Client Acquisition Relationship Management Acquire new clients through Financial Awareness Programs Referrals from existing clients Social media leads Internal acquisition team leads Other external sources Conduct financial planning and analysis for new clients Build long-term relationships through periodic portfolio reviews market discussions and product recommendations 3 Sales Business Development This is a sales-driven role with KRAs directly linked to revenue generation Onboard prospects from your own business book network Cross-sell financial instruments based on client needs Utilize corporate networks to organize financial awareness sessions 4 Additional Responsibilities Conduct initial portfolio screening for prospective clients Maintain and update MIS reports Present periodic performance reviews and achievements Candidate Profile - Strong communication and interpersonal skills to build long-term client relationships In-depth knowledge of the Mutual Fund Industry Capital Market and profitability drivers Self-motivated versatile and able to manage multiple priorities simultaneously Willingness to work in a boutique financial solutions company Must possess a personal laptop CWM Certification is an added advantage Graduate or Postgraduate degree required Minimum 2 years of experience Own book of business is mandatory Job Type Full-time Work Location In person

📌 Wealth Manager (New Delhi)
🏢 Recognized
📍 New Delhi