Key Responsibilities

Client Acquisition & Business Development

New Client Acquisition

Networking & Prospecting

Onboarding & Fresh Investments

AUM Management & Growth

Fresh Investments

AUM Responsibility

Portfolio Diversification

Client Relationship Management & Servicing

Client Engagement

Ongoing Client Servicing

Quarterly Client Meetings

Continuous Learning & Knowledge Enhancement

Stay Informed

Product Knowledge

Ethical Sales Practices & Data Security

Avoid Mis-selling

Confidentiality & Data Security

Client Solutioning & Need-Based Advisory

Customized Financial Solutions

Holistic Advisory

Sales Target Achievement & Business Growth

Meet Sales Targets

Cross-Selling & Upselling

Professional Conduct & Company Policies

Dress Code & Professionalism

Focus on Company Business

Qualifications





- Financial Planning and Investment Management skills
- Experience in Investments, banking and Finance
- Insurance knowledge
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication skills
- Relevant certifications such as CFA, CFP, or equivalent
- Master's degree in Finance, Economics, or related field

Requirements

- 2+ years of Financial Services experience
- 2+ years of experience in Sales
- Master's Degree

Pay: ₹400,000.00 - ₹1,000,000.00 per year

Perks

- Cell phone reimbursement
- Health insurance
- Leave encashment
- Paid sick time

Work Location: In person

📌 Wealth Manager (Chandigarh)
🏢 Wealthvault research and analytics private
📍 Chandigarh