ob Description – Wealth Manager / Senior Wealth Manager / Team Leader

Company: Promore Group

Location: Kandivali, Mumbai

Experience: 4–10 Years

Industry: Stock Broking / Wealth Management / Financial Services

About Promore Group

Promore Group is a growing financial services organization focused on wealth management, broking, and investment solutions.

Role & Deliverables

Acquire and onboard HNI/UHNI clients and build a strong client portfolio.

Drive revenue through client acquisition, cross-selling, and upselling of financial products.

Provide investment advisory based on client needs, financial goals, and risk appetite.

Products include equity, F&O;, mutual funds, bonds, insurance, and other investment solutions.





Build long-term client relationships and drive portfolio growth and client retention.

For team leaders, manage and drive team performance against business targets.

Candidate Profile

4–10 years of experience in client acquisition, wealth management, or financial product sales.

Candidates from stock broking, banking, wealth management, and insurance are preferred.

Strong HNI/UHNI client acquisition and relationship management skills.

Positive understanding of financial markets and investment products.

Proven track record in revenue generation and business development.

📌 Sales Manager (Mumbai)
🏢 Promore Fintech
📍 Mumbai