– Wealth Management (Sales)

Location: Delhi

Experience: 2-5 years (Preferred in Wealth Management / Financial Services)

Industry: Wealth Management / Financial Services

Key Responsibilities:

· Client Acquisition: Identify, prospect, and onboard High Net Worth Individuals (HNIs) and corporate clients for investment products.

· Investment Advisory: Understand client needs and recommend suitable wealth management solutions, including Mutual Funds, PMS, AIFs, Fixed Income, and Insurance.

· Portfolio Management: Help clients structure and manage their portfolios for long-term wealth creation.

· Relationship Management: Build and maintain strong client relationships for retention and referrals.

· Market Research: Stay updated on financial markets, investment trends, and competitor offerings.

Key Requirements:

· Bachelor’s/Master’s degree in any stream.





· 1-5 years of experience in wealth management, financial advisory, or sales.

· Proven track record of acquiring and managing HNI & corporate clients.

· Robust understanding of investment products (Mutual Funds, PMS, AIFs, Fixed Income, Insurance).

· Excellent communication, negotiation, and relationship-building skills.

· AMFI/NISM certification is preferred.

Why Join Us?

· Opportunity to work with a leading wealth management firm.

· Attractive incentives and performance-linked earnings.

· Fast-track career growth in the financial services industry.

· Exposure to a wide range of investment products and HNI client management.

Pay: ₹40,000.00 - ₹50,000.00 per month

Work Location: In person

📌 Wealth Manager (Sales- Mutual Funds) (Greater Kailash)
🏢 Fusion 3 Experiential Marketing
📍 Greater Kailash