*Salary - 8 LPA to 11 LPA*
*Location - Delhi*
Experience - 3 to 10 Years*

Key Responsibilities:
Acquire, manage, and deepen relationships with clients
Provide customised financial planning and wealth management solutions
Advise clients on investment products such as mutual funds, equities, PMS, AIFs, insurance, and structured products
Monitor market trends and provide timely investment insights and recommendations
Achieve revenue targets through cross-selling and upselling financial products
Conduct regular portfolio reviews and rebalance investments as per client objectives
Ensure compliance with regulatory requirements and internal policies
Coordinate with internal teams (research, operations, product) for seamless client servicing




Maintain high levels of client satisfaction and retention

Key Skills and Competencies:
Solid understanding of financial markets and investment products
Relationship management and client handling skills
Sales and target orientation
Analytical and problem-solving ability
Excellent communication and presentation skills
High ethical standards and professionalism

Key Performance Indicators (KPIs):
AUM (Assets Under Management) growth
Revenue generation
Client acquisition and retention
Cross-sell ratio
Client satisfaction scores

📌 Wealth Manager (India)
🏢 TestnHire
📍 India