369 Capital Partners is a boutique wealth management and investment advisory firm helping affluent families, promoters, CXOs, and professionals build, preserve, and transfer wealth through disciplined financial planning and institutional-quality investment solutions. We believe wealth is created through structure, not shortcuts.

Role Overview We are looking for an ambitious and relationship-driven professional to build the client acquisition team. The role involves identifying prospective clients, building long-term relationships, understanding their financial goals, and introducing them to our wealth management solutions. This is a consultative sales role where trust, credibility, and relationship building matter more than aggressive selling.

Key Responsibilities ● Generate new client leads through networking, referrals, partnerships, and outbound outreach.

● Conduct discovery meetings to understand clients' financial goals and investment requirements.

● Present wealth management solutions including:

○ Mutual Funds

○ PMS

○ AIFs

○ Fixed Income Products

○ Structured Investments

○ Insurance & Risk Planning ● Work closely with the advisory team to onboard new clients.

● Maintain regular follow-ups and nurture prospects through the sales cycle.

● Build long-term relationships with HNIs, business owners, CXOs, NRIs, and professionals.

● Maintain CRM records and sales pipeline.





● Achieve monthly and quarterly business targets while maintaining high compliance standards.

Who Should

Apply ● Graduate or Postgraduate (MBA/Finance preferred).

● 2–5 years of experience in wealth management, banking, insurance, financial services, or investment distribution.

● Excellent communication and presentation skills.

● Strong relationship-building ability.

● Self-driven with an entrepreneurial mindset.

● Comfortable meeting clients and attending networking events Preferred Background Candidates from organizations such as:

● Private Banks

● Wealth Management Firms

● Mutual Fund Distributors

● Insurance Companies

● NBFCs

● Stock Broking Firms

● Financial Advisory Firms Relevant certifications such as NISM, AMFI, or IRDAI will be an added advantage.

What We Offer ● Attractive incentive structure with uncapped earning potential

● Prospect to work directly with experienced finance professionals

● Exposure to HNI and promoter relationships

● Continuous learning across investments, capital markets, and financial planning ● Fast career progression in a growing wealth management firm Success in This Role The ideal candidate is someone who enjoys meeting people, earns trust quickly, thinks long term, and believes in helping clients make informed financial decisions rather than simply selling products.

📌 Client Relationship Manager (Gurugram)
🏢 369 Capital
📍 Gurugram