Job Summary

PA Wealth Private Limited is seeking a dynamic and target-driven Wealth Relationship Manager to acquire new clients, manage existing relationships, and provide investment solutions in Mutual funds & Portfolio Management Services (PMS). The ideal candidate should have solid 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.

📌 Walk-in || Relationship Manager-Mutual Funds & PMS sales (Ludhiana)
🏢 Pa Wealth
📍 Ludhiana