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)
- Robust communication, sales and relationship management skills

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