Job Title: Wealth Management

Company: SJS Finserve Pvt. Ltd.

Location: Sector 14, Gurgaon

Job Type: Full-time | On-site

Experience: 2–7 years

About the Role:

We are looking for an experienced Wealth Management professional to acquire and manage HNI/UHNI and retail clients, build long-term relationships, and generate business through Mutual Funds and other investment products.

Key Responsibilities:

- Acquire and manage new investment clients
- Build and maintain client relationships
- Generate business through Mutual Funds and investment products
- Manage and grow client book and AUM
- Understand client goals and recommend suitable solutions
- Generate leads through referrals and professional networks
- Achieve business targets
- Ensure proper documentation and compliance

Requirements:

- 2–7 years of experience in Wealth Management, Mutual Funds, BFSI, Investment Sales, or related fields




- Solid client acquisition and relationship management experience
- Good knowledge of Mutual Funds and investment products
- Existing client book, AUM, or HNI/UHNI network is an advantage
- Strong communication and negotiation skills

Compensation: Salary will be determined based on the candidate's previous compensation, relevant experience, and overall suitability for the role. Compensation will be discussed during the interview process.

Apply:

Send your updated CV to [email protected] with the subject Application – Wealth Manager.

For faster communication, candidates may also WhatsApp their CV or contact us at +91 85953 22903.

Experience

- Wealth management: 2 years (Preferred)

Work Location: In person

📌 Wealth Manager (Gurugram)
🏢 SJS FINSERVE PRIVATE
📍 Gurugram