Role & responsibilities

1. Run discovery calls with qualified prospects

2. Put together investment proposals across mutual funds, bonds, PMS, AIFs, insurance and other vetted products

3. Present proposals and follow up on calls, WhatsApp and email

4. Manage onboarding: KYC, documentation and the first investment

5. Do regular check-ins and earn referrals

6. Keep every interaction updated in our CRM

Preferred candidate profile

1. 2-7 years in wealth management, priority banking, financial product distribution, insurance or fintech investment sales

2. NISM Series V-A certification, or willingness to explicit it within 45 days

3. Solid understanding of mutual funds and asset allocation

4.A track record of long-term client relationships, not just closing deals

Perks and benefits

1. Fixed salary plus a growing share of trail income on the book you build

2. Incentives tied to long-term client assets, not one-time sales

3. A firm where youll never be asked to sell something you wouldnt buy yourself

📌 Wealth Manager (Faridabad)
🏢 Bullsline Holding
📍 Faridabad