Dear All,

We have an excellent Chance with the financial sector company.

Position : Wealth Manager

Location : Powai

Experience : min 3 years (Preferably Financial sector)

5 days working

Job Role:

- Build and manage relationships, identify, and cultivate potential leads.
• Acquiring new clients.
• Develop, implement, and manage a marketing and lead generation strategy
• Develop a thorough understanding of clients financial needs, goals, and expectations, and match resources to their specific needs
• Provide clients with a comprehensive wealth management plan of action
• Meet with clients on an ongoing basis to update them on portfolio performance
• Meet with clients as needed to discuss financial matters, review their portfolio, and address other concerns




• Maintain MIS & share the same with superiors.

Qualifications for wealth manager

• A strong record in successful B2C sales (Preferably financial)
• Sales focused with excellent customer service
• Excellent communication skills (English), spoken and written
• Bachelors degree holder or above with minimum 2-5 years' experience in sales or customer services
• Possess strong selling techniques
• Highly persuasive, self-motivated, self-confident and customer service oriented

- Interested candidates please share your updated resume on [email protected] or [email protected]

📌 Wealth Manager (Mumbai)
🏢 Talent Corner HR Services
📍 Mumbai