Role & responsibilities

Drive AUM growth, cross-sell, and revenue generation through existing and

new client relationships.

- Acquire new clients through referrals, networking, and targeted outreach.
- Achieve defined business and productivity targets.
- Stay updated on market trends, product developments, and investment

opportunities.

- Participate in investor awareness sessions, client events, and market

discussions.

- Understand client goals, risk appetite, and financial needs to recommend

suitable investment solutions.

- Offer advisory across:
- Mutual Funds & Fixed Income
- Broking & Insurance
- Structured Products & Alternate Assets

Preferred candidate profile

3 years of experience in wealth management / financial services / banking





- Proven experience in managing HNI / affluent client portfolios
- Strong understanding of investment products and financial markets
- Demonstrated track record of achieving sales and revenue targets
- Excellent communication and interpersonal skills
- Robust relationship-building and client servicing orientation
- High level of ownership, initiative, and result orientation
- Analytical mindset with ability to understand client financial needs
- Self-driven and capable of working in a target-driven environment

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