Qualification

- Graduate / MBA or equivalent qualification
- AMFI certification mandatory, wherever applicable

Experience 4–6 years of relevant experience in Wealth Management, Private Banking, Retail/Institutional Banking, AMC, Broking or Financial Services Sales.

Candidates with a proven track record of HNI/UHNI client acquisition and revenue generation will be preferred.

Role & Responsibility The Wealth Manager will be responsible for acquiring new HNI/UHNI clients, managing existing client relationships, generating AUM and revenue, and achieving assigned business targets through the effective distribution of the Company's financial products and solutions.

The role requires a strong sales orientation, extensive client network, business development capability and demonstrated ability to independently generate business.

Key Responsibilities & KRAs

1. Client Acquisition & Business Development

- Identify and acquire current HNI/UHNI and Retail clients through personal networks, references and professional networks and other business development initiatives.
- Develop and maintain a strong prospect pipeline and ensure regular conversion of prospects into active clients.
- Build a sustainable client base with a focus on new business acquisition and long-term revenue potential.
- Conduct regular client meetings and market outreach activities to generate business opportunities.
- Maintain regular engagement with key clients and identify opportunities for additional business

2. Revenue & Business Target Achievement

- Achieve assigned monthly / quarterly / annual brokerage targets.
- Take complete ownership of individual business targets and maintain a consistent pipeline to ensure target achievement.

3. AUM & Product Penetration

- Acquire and grow client AUM through suitable investment solutions ensuring appropriate product diversification based on the client's investment objectives, risk profile and suitability.

4.



Product Sales The Wealth Manager will be responsible for selling and cross-selling the Company's product offerings, including:

- Mutual Funds
- Equity / Retail Equity Broking
- PMS
- Fixed Income Products
- Bonds
- Unlisted Shares
- Insurance
- Other approved investment and wealth management products

5. Client Servicing & Retention

- Ensure a high standard of client servicing and responsiveness.
- Coordinate with internal teams for seamless execution of client transactions and service requirements.
- Proactively address client concerns and ensure timely resolution.
- Focus on client retention, relationship deepening and recurring business generation.

6. Market & Product Knowledge

- Maintain a strong understanding of financial markets, investment products and emerging opportunities.
- Keep abreast of market developments, new product offerings and applicable regulatory requirements.
- Effectively communicate product features, market developments and investment opportunities to clients.

7. KEY PERFORMANCE INDICATORS (KPIs) Performance will be assessed primarily on measurable business outcomes, including:

- New HNI/UHNI clients acquired
- New AUM generated
- Revenue / brokerage generated
- Achievement of assigned business targets
- Product-wise business generation
- Client retention and relationship deepening
- Conversion of prospects into active clients

CANDIDATE PROFILE The ideal candidate should:

- Have a strong HNI/UHNI client network
- Have a proven track record in client acquisition and revenue generation.
- Be highly target-oriented and comfortable working against clearly defined business KRAs.
- Possess strong communication and relationship management skills.
- Be capable of independently sourcing, developing and converting business.
- Have sound knowledge of investment products and financial markets.
- Demonstrate an entrepreneurial and result-oriented approach.
- Be willing to undertake regular client meetings and business development activities.

If Interested, please share your updated CV at [email protected] with current & expected ctc along with notice period.

📌 WEALTH MANAGER (SALES) (Delhi)
🏢 Almondz
📍 Delhi