Role Description This is a direct sales and client-facing role responsible for acquiring, managing, and growing a portfolio of high-value clients.

The Relationship

Manager will provide advisory-led wealth solutions, build long-term client relationships, and drive sustainable revenue growth while ensuring strict adherence to regulatory and internal compliance guidelines.

Key Responsbilties Key Responsibilities Client

Acquisition & Relationship Management 1 Acquire quality clients through networking, referrals, databases, and local market intelligence. 2 Build and manage a solid base of self-sourced clients. 3 Understand client financial goals, risk appetite, and investment horizon. 4 Maintain strong relationships through regular meetings and portfolio reviews. 5 Retain existing clients while consistently adding new accounts annually. Sales & Revenue Generation 1 Generate revenue through advisory-driven client engagement. 2 Promote and sell the Focus Product of the Month. 3 Achieve defined margin targets per account. 4 Activate and grow client portfolios through continuous interaction. Operations, Compliance & Risk Management 1 Ensure accurate and error-free order execution following client authentication norms. 2 Strictly adhere to SEBI regulations,



internal policies, and suitability norms. 3 Follow all compliance Do’s and Don’ts as prescribed by the Compliance Department. 4 Maintain complete confidentiality of client and business data.

Customer

Service & Internal Coordination 1 Handle client queries and complaints professionally within defined TAT. 2 Work closely with the Broking Head on sales strategy and service quality improvement. 3 Cross-sell products or refer leads for clients’ ancillary financial requirements.

Preferred Candidate Profile

Experience 1 Experience in banking, broking, or wealth management. 2 Proven track record of managing HNI / Privilege client portfolios and AUM. 3 Hands-on experience in direct sales and advisory-based roles.

Skills & Competencies 1 Strong understanding of financial markets and investment products. 2 Excellent communication, relationship management, and negotiation skills. 3 High standards of ethics, compliance, and professionalism.

Key Performance

Indicators (KPIs) 1 Client acquisition and retention 2 Revenue and margin generation 3 Portfolio growth and client activation 4 Compliance adherence and service quality

📌 Wealth Manager (Gurugram)
🏢 Ella Advisory Services
📍 Gurugram