Position: Wealth Manager

Location: Mumbai & Hyderabad

Company: IArista Artha Pvt Ltd

Website: https://www.iarista.com/

Work Timings: 9:30 AM – 6:30 PM

Week Offs: All Sundays + 2nd & 3rd Saturday

Bank Holidays: As per BSE / market holiday calendar

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What the role is about

Acquiring the current clients.

Sales Meeting.

You’ll be advising clients on investments, building and managing their portfolios, and helping them make smart financial decisions. This is a client-facing role for someone who is comfortable with sales and long-term relationship building.

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Key Responsibilities

- Prospect, acquire, and onboard clients
- Understand client goals and recommend suitable investment products
- Maintain long-term client relationships
- Guide clients on mutual funds, insurance,



and other investment avenues
- Ensure compliance with regulatory guidelines

⸻ Who we are looking for
- Someone who enjoys sales and interaction with people
- Prior experience in investments / banking / mutual funds / insurance
- Working knowledge of financial products
- NISM V-A is mandatory
- Strong communication and client handling skills

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Suitable Titles / Background

- Wealth Manager
- Investment Advisor
- Financial Advisor
- Relationship Manager
- Certified Financial Planner

Pay: ₹25,000.00 - ₹35,000.00 per month

Work Location: In person

📌 Investment Advisor (Goregaon)
🏢 Team HR
📍 Goregaon