Location : Delhi – CP
Budget (CTC): Up to ₹6 LPA
Target Profiles: Wealth Manager / RM Sales profiles from the Banking and Financial Services sector

ROLE OVERVIEW
We are looking for a Relationship Manager – Sales to acquire and manage wealth management clients, offering suitable investment products and building long-term client relationships.

KEY RESPONSIBILITIES
• Acquire new clients and grow business through effective sales and lead generation
• Build and manage long-term relationships with HNI/retail wealth clients
• Understand client financial goals and recommend suitable investment products
• Sell wealth and investment products such as mutual funds, equity, insurance and other financial products
• Achieve assigned sales and revenue targets
• Provide ongoing servicing, portfolio reviews, retention and cross-sell/up-sell

PREFERRED EXPERIENCE
• Prior experience in wealth management, investment products, client acquisition and relationship management
• Background in Banking and Financial Services (Wealth Manager / RM Sales profiles)
• Solid communication, sales and relationship management skills

📌 RM – Sales | Wealth Management (India)
🏢 Bharat HR
📍 India