Position: Wealth Manager

Location: Mumbai & Hyderabad

Compensation: ₹3,00,000 to ₹5,00,000CTC + attractive incentives

Work Timings: 9:30 AM – 6:30 PM

Week Offs: All Sundays + 2nd & 3rd Saturday

Bank Holidays: As per BSE / market holiday calendar

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What the role is about

Acquiring the recent clients.

Sales Meeting.

You’ll be advising clients on investments, building and managing their portfolios, and helping them make smart financial decisions. This is a client-facing role for someone who is comfortable with sales and long-term relationship building.

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Key Responsibilities
Prospect, acquire, and onboard clients
Understand client goals and recommend suitable investment products
Maintain long-term client relationships
Guide clients on mutual funds, insurance,



and other investment avenues
Ensure compliance with regulatory guidelines

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Who we are looking for
Someone who enjoys sales and interaction with people
Prior experience in investments / banking / mutual funds / insurance
Working knowledge of financial products
NISM V-A is mandatory
Robust communication and client handling skills

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Suitable Titles / Background
Wealth Manager
Investment Advisor
Financial Advisor
Relationship Manager
Certified Financial Planner

Pay: ₹25,000.00 - ₹41,000.00 per month

Advantages:
Health insurance
Provident Fund

Work Location: In person

📌 Wealth Manager Hyderabad
🏢 Team HR
📍 Hyderabad