Sales Manager-Wealth Management — Haldwani

Location: Haldwani, Uttarakhand

Experience: 4–5 years in Wealth Management / Financial Services

Salary: ₹35,000–₹60,000 per month

We are looking for an experienced Sales professional with 4–5 years of experience in wealth management or financial services to join our team in Haldwani.

Key Responsibilities

- Develop and maintain relationships with clients and prospective investors.
- Generate new business and identify potential clients.
- Understand client requirements and present suitable wealth management/investment solutions.
- Conduct client meetings and follow-ups.
- Handle both office-based and field sales activities.
- Build and maintain a strong network of HNI/UHNI and prospective clients.
- Achieve monthly/quarterly business targets.

Candidate Requirements
- 4–5 years of relevant experience in wealth management,



investment products, financial services, PMS, AIF, mutual funds, or related fields.
- Candidates based in Haldwani/local nearby areas preferred.
- Strong communication, relationship-building and sales skills.
- Comfortable with both office work and field visits.
- Self-driven, target-oriented and professional.
- Existing client/network relationships will be an added advantage.

Compensation

₹35,000–₹60,000 per month, depending on experience, skills and suitability.

Job Type: Full time

Location: Haldwani, Uttarakhand

Interested candidates can apply with their updated resume.

Pay: ₹35,000.00 - ₹60,000.00 per month

Work Location: In person

📌 Sales Manager- Wealth Management (Haldwani)
🏢 Fintegic Investments
📍 Haldwani