Job Description
*Salary - 8 LPA to 11 LPA*
n*Location - Delhi*
nExperience - 3 to 10 Years*
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n Key Responsibilities:
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- Acquire, manage, and deepen relationships with clientsn
- Provide customised financial planning and wealth management solutionsn
- Advise clients on investment products such as mutual funds, equities, PMS, AIFs, insurance, and structured products n
- Monitor market trends and provide timely investment insights and recommendationsn
- Achieve revenue targets through cross-selling and upselling financial productsn
- Conduct regular portfolio reviews and rebalance investments as per client objectivesn
- Ensure compliance with regulatory requirements and internal policiesn
- Coordinate with internal teams (research, operations, product) for seamless client servicingn




- Maintain high levels of client satisfaction and retentionn

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n Key Skills and Competencies:
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- Robust understanding of financial markets and investment productsn
- Relationship management and client handling skillsn
- Sales and target orientationn
- Analytical and problem-solving abilityn
- Excellent communication and presentation skillsn
- High ethical standards and professionalismn

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n Key Performance Indicators (KPIs):
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- AUM (Assets Under Management) growthn
- Revenue generationn
- Client acquisition and retentionn
- Cross-sell ration
- Client satisfaction scoresn

📌 Wealth Manager (New Delhi)
🏢 TestnHire
📍 New Delhi