We are hiring for Wealth HNI and Sr Wealth Managers / Sales Managers for leading Wealth Org.

Location - Noida (UP) / Gurgoan

Wealth is a new age and rapid-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. It has businesses across lending, Wealth

Management, Asset Management, Investment Banking, Institutional & Non-Institutional Equities

Research & Broking and Wholesale Debt Market. At present has international presence in Dubai, London and Singapore. We are members of BSE & NSE and DP of CDSL. We are growing our footprint aggressively and hence looking for Equity RMs for our PCG / Ultra HNI segment who want to be part of this growth story.

Responsibilities

- Dialogue with our clients to understand their business objectives and challenges
- The Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements.




- Ability to advice clients on their investments based on analysis of facts in consultation with equity research team and managing their overall financial portfolio and deepening the wallet from existing clients.
- Track the above set of clientele in the market for new client acquisition.
- To read, research and update themselves on available investment opportunities in the market.
- Ability to cross sell other financial products showcased by the wealth team
- Financial Acumen, analytical thinking with an aptitude for relationship management

Minimum Qualification: Qualifications: MBA/PGDM in Finance from a recognized University / College

 Experience: 7–10 years in Wealth Management, Banking, or Insurance Sales.

 Credentials: NISM (VA) and IRDAI certifications are highly preferred.

 Skills: Strong understanding of debt markets, tax-saving instruments, and equity mutual funds.

 Mindset: A "client-first" attitude with a hunger for business development.

-  Should have experience in handling teams in banks/Private Wealth/ Broking

📌 Wealth Relationship Manager (Delhi)
🏢 Leading Financial Services
📍 Delhi