Job Title: Wealth Management

Company: SJS Finserve Pvt. Ltd.

Location: Sector 14, Gurgaon

Job Type: Full-time | In office

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




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