Wealth Manager

mastertrust; Dadri; On-site; INR 600,000 - 1,200,000; Full time

Job summary

mastertrust is seeking a Wealth Manager in Noida to drive wealth management sales with a strong client base and certifications. The role emphasizes mutual fund and insurance products, client acquisition, and relationship management.

The candidate should have NISM Series V-A certification, meeting graduate requirements and delivering target-focused results within a fast-paced financial services environment.

Qualifications

• Strong experience in Mutual Fund and Insurance sales is mandatory.
• NISM Series V-A (5A) certification is mandatory.
• Must have an existing/strong client base.
• Graduate from a recognized university required.

Responsibilities

• Achieve sales targets through mutual fund and insurance products.
• Develop new business and acquire clients to grow wealth management portfolio.
• Build and maintain strong client relationships with effective communication and negotiation.

Skills

Mutual fund sales

Insurance sales

Client acquisition

Communication skills

Negotiation

Relationship management

Target oriented

Education

Graduation

Job description

Job Description: Wealth Manager

Location: Noida

Position: Wealth Manager

• Strong experience in Mutual Fund and Insurance sales is mandatory.
• Experience in Third-Party Products (TPP) sales will be preferred.
• Must have an existing/strong client base.
• NISM Series V-A (5A) certification is mandatory.
• Candidate must be a graduate from a recognized university.
• Candidates with experience in NBFCs, stock broking, wealth management, or financial services will be preferred.
• Strong communication, relationship management, negotiation, and sales skills.
• Target-oriented with a strong focus on business development and client acquisition.