We are looking for an experienced Wealth Manager who will be responsible for managing client relationships, understanding their financial goals, and providing suitable investment solutions across various financial products.

Key Responsibilities

- Manage and build strong relationships with existing and prospective clients.
- Understand clients financial goals, risk profiles, and investment requirements.
- Provide investment solutions across Equity, Mutual Funds, SIP, PMS financial products.
- Generate recent business through client acquisition, referrals, and networking.
- Maintain regular communication with clients and provide timely market and portfolio updates.
- Achieve assigned business and revenue targets.
- Coordinate with internal teams to ensure smooth execution of client requirements.
- Ensure compliance with company policies and regulatory guidelines.
- Stay updated with market trends,



investment products, and financial developments.

Requirements

- 2–5 years of relevant experience in Wealth Management, Broking, Investment Advisory, or BFSI.
- Good knowledge of financial markets and investment products.
- Strong communication and relationship-management skills.
- Client acquisition and business development experience will be preferred.
- NISM certification will be an added advantage.
- Strong ability to understand client requirements and provide suitable solutions.

What We Offer

- Growth-oriented work environment
- 5-day working week
- Flexible and collaborative workplace
- Opportunities to build a long-term career in Wealth Management

📌 Wealth Manager- (5 Working Days) (Delhi)
🏢 SWASTIKA INVESTMART
📍 Delhi