PA Wealth Private Limited is seeking a dynamic and target-driven Wealth Relationship Manager to acquire recent clients, manage existing relationships, and provide investment solutions in Mutual funds & Portfolio Management Services (PMS). The ideal candidate should have strong sales skills, excellent relationship management abilities, and knowledge of wealth management products.
Key Responsibilities:
● Acquire new clients and generate business through referrals, networking, and other sourcing channels.
● Build and maintain long-term relationships with HNI and retail clients.
● Understand clients' financial goals and recommend suitable investment solutions.
● Promote and sell financial products such as Mutual Funds, PMS, Bonds, Insurance, and other wealth management products.
● Achieve assigned sales, revenue, and AUM targets.
● Ensure compliance with company policies and regulatory requirements.
● Stay updated on market trends and investment opportunities.
Required Skills:
● Client Acquisition & Business Development
● Wealth Management & Investment Advisory
● Relationship Management
● Knowledge of Mutual Funds, PMS, Bonds & Insurance
● Sales & Target Achievement
● Strong Communication & Negotiation Skills
Preferred Candidate:
● 3–5 years of experience in Wealth Management, Banking, Stock Broking, Mutual Funds, or Financial Services.
● Minimum Age: 26 years
● Experience in handling HNI clients is preferred.
● NISM Series V-A/V-B certification will be an added advantage.
Pay: ₹30,000.00 - ₹50,000.00 per month
Benefits:
- Cell phone reimbursement
- Internet reimbursement
- Paid sick time
- Provident Fund