Job Description: We are seeking experienced professionals to lead corporate sales in wealth management and mutual funds. The role involves sourcing and managing HNI clients, promoting investment solutions, and driving business growth across equity, debt, and structured products.

Key Responsibilities:

- Source HNI clients and manage long‑term wealth relationships

- Promote mutual funds, insurance, and structured investment solutions

- Provide advisory support on equity and debt capital markets

- Expand client base with global and international investment products

- Leverage CRM systems, digital tools, and AI‑assisted advisory workflows

Skills & Experience:

- Minimum 8 years in wealth management or related financial services

- Solid understanding of capital markets, mutual funds, insurance, and structured products





- Familiarity with global markets and international investment products

- High comfort with technology platforms, CRM, and AI tools

- Excellent communication, presentation, negotiation, and relationship management skills

- Strong proficiency in English

Qualifications & Certifications:

- Degree in Finance with CA / CFA / MBA / PGDM preferred

- Mandatory NISM / AMFI certifications

- Certifications in FinTech, AI in Finance, Data Analytics, or Digital Wealth Management are a strong bonus

- Existing strong client relationships will be given due weight

Benefits:

- Attractive incentive structure

- Career growth opportunities in wealth management

- Training and skill development programs

📌 Corporate Sales (Mutual Funds) - JG (Delhi)
🏢 IAssess Consultants
📍 Delhi