Key Responsibilities

Client Acquisition & Business Development

Current 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: ₹35,000.00 - ₹60,000.00 per month

Benefits

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

Application Question(s):
- How many years of experience you have in financial services, Wealth management, B2C sales?

Experience:
- B2C: 1 year (Required)

Work Location: In person

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