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 strong sales skills, excellent relationship management abilities, and knowledge of wealth management products.

Key Responsibilities:

● Acquire recent 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

● Robust 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

Advantages:
Cell phone reimbursement
Internet reimbursement
Paid sick time
Provident Fund

Education:
Bachelor's (Required)

Experience:
Direct sales: 4 years (Required)

Language:
English & Hindi (Required)

Location:
Ludhiana, Punjab (Required)

Work Location: In person

📌 Relationship Manager Mutual Funds & Pms Sales Ludhiana (India)
🏢 Pa Wealth
📍 India