Role ObjectiveManage and grow existing client relationships, acquire new qualified families and achieve company targets through suitable product distribution, ethical selling and excellent service. Coordinate with the service team to provide a smooth client experience from onboarding through ongoing reviews.
Key Responsibilities1. Existing Client Management and Satisfaction
• Take ownership of company-mapped and personally acquired clients.
• Understand their requirements and maintain proactive communication.
• Work towards 100% client satisfaction, with no mis-selling or avoidable service complaints.
• Address concerns promptly and escalate unresolved matters.
• Identify reasons for dissatisfaction, inactivity or withdrawals and take appropriate follow-up action.

2. Quarterly Client Meetings and Management Reviews
• Meet every assigned client at least once each quarter, digitally or physically.
• Review goals, portfolio progress, service requirements and changes in circumstances.




• Arrange a digital or physical meeting involving management for every assigned client once every six months.
• Maintain meeting records, agreed actions and follow-up dates.
• Report meeting-coverage gaps and follow up with unavailable clients.

3. New Client Acquisition
• Generate leads through seminars, references, cold calling, skilled networks and self-generated sources.
• Maintain a lead pipeline showing source, requirements, expected business, next action and closure stage.
• Follow up consistently and involve management in prospect meetings where required.
• Support company seminars and events and follow up with interested prospects.
• Build lasting relationships and track lead conversions.

4. Smooth Onboarding and Client Introduction
• Coordinate onboarding, KYC and documentation with the service team within agreed timelines.
• Share the RM’s and Service Manager’s mobile numbers and email addresses with every client.
• Arrange app registration and demonstrate access to holdi

📌 Wealth Manager- Private Wealth Management (Chandigarh)
🏢 WealthVault Research and Analytics
📍 Chandigarh