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 (Delhi)
🏢 TestnHire
📍 Delhi