About SJS Finserve:

SJS Finserve Pvt. Ltd. is a financial services company offering Mutual Fund Distribution, Wealth Management, Insurance, SIF, Goal-Based Financial Planning, and Security Trustee Services. We work with individuals and businesses to provide personalized investment solutions and help clients achieve their long-term financial goals through professional guidance and disciplined planning.

About the Role:

We are looking for an experienced Wealth Management / Investment Sales professional to join our growing team. The role involves acquiring and managing clients, developing long-term relationships, and generating business through Mutual Funds and other investment products.

The ideal candidate should have experience in client acquisition, relationship management, and business development, along with a good understanding of Mutual Funds and investment products.

Key Responsibilities:

- Acquire and develop new HNI/UHNI and retail investment clients
- Build and maintain long-term client relationships
- Generate business through Mutual Funds and other investment products
- Understand client goals and recommend suitable investment solutions
- Manage and grow the client book and AUM
- Generate leads through personal networks, referrals, and market connections
- Achieve monthly and quarterly business targets




- Regularly review client portfolios and maintain strong client engagement
- Ensure proper documentation and compliance with company and regulatory requirements

Candidate Profile:

- 2-7 years of experience in Wealth Management, Mutual Funds, BFSI, Investment Sales, or related fields
- Strong experience in client acquisition and relationship management
- Good knowledge of Mutual Funds and investment products
- Existing client book, AUM, or strong HNI/UHNI network will be an advantage
- Strong communication, negotiation, and relationship-building skills
- Target-oriented with the ability to independently generate business
- Candidates from Wealth Management firms, AMCs, Banks, Broking/Investment firms, or Financial Distributors are preferred

Job Location: Sector 14, Gurgaon, Haryana

Work Mode: On-site

Job Type: Full time

How to Apply

Interested candidates can share their updated CV at [email protected] with the subject line: Application – Wealth Management / Investment Sales.

Alternatively, candidates can call us at +91 85953 22903 or WhatsApp their CV on the same number.

We are looking for professionals who are confident in building client relationships and growing an investment business, while maintaining a strong focus on client needs and compliance.

📌 Wealth Manager – Mutual Funds & Investments (Delhi)
🏢 SJS FINSERVE PRIVATE
📍 Delhi