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 robust 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. Good understanding of financial markets and investment products. Proven track record in revenue generation and business development.

📌 Sales Manager (Mumbai)
🏢 Promore Fintech
📍 Mumbai