Walk-in | Relationship Manager-Mutual Funds & PMS sales

PA Wealth Pvt Ltd; Ludhiana; Sur place; INR 600 000 - 1 200 000; Plein temps

Résumé du poste

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 & PMS. The ideal candidate should have strong sales skills, excellent relationship management abilities, and knowledge of wealth management products.

The role emphasizes acquiring clients, maintaining long-term relationships with HNI and retail clients, and offering investment solutions aligned with

Qualifications

• 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.

Responsabilités

• 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.

Connaissances

Client Acquisition

Wealth Management

Relationship Management

Mutual Funds & PMS & Bonds & Insurance

Sales & Target Achievement

Communication & Negotiation

Description du poste

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 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.