Wealth Manager

TIGI HR; Delhi; On-site; INR 500,000 - 1,000,000; Full time

Benefits offered by this job

Attractive performance-based incentives

Dynamic and growth-oriented work environment

Job summary

A financial services company is seeking Wealth Managers for HNI Acquisition, focusing on building client relationships and offering tailored investment solutions. Candidates should have 2–5 years of experience in sales of financial products and excellent communication skills. The role provides opportunities for growth and performance-based incentives, with positions available across major cities including Delhi.

Qualifications

• 2–5 years of experience in direct sales of financial products.
• Preference for candidates with AUM size of ₹20 Cr & above.
• Self-starter, proactive, and target-driven individual.

Responsibilities

• Responsible for selling equity-based investment products to clients.
• Identify customer needs and recommend appropriate investment options.
• Achieve monthly sales targets set by the organization.
• Build long-term relationships with HNI clients to grow AUM.

Skills

Sales skills

Client relationship management

Communication skills

Presentation skills

Education

Graduate / Post-Graduate in any discipline

Job description

💼 Bridging Talent with Opportunities | 💼Recruitment Manager | 💼TIGI HR

Locations: Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi

About the Role

We are seeking highly motivated and dynamic professionals to join our team as Wealth Managers – HNI Acquisition. The role involves building and managing relationships with High Net Worth Individuals (HNIs) while offering them tailored investment solutions across equity-based products.

Key Responsibilities

• Responsible for selling Equity-based investment products to clients.
• Identify customer needs, assess risk appetite, and recommend appropriate investment options.
• Achieve monthly sales targets as assigned by the organization.
• Maintain regular client engagement and provide timely updates to reporting managers.
• Build long-term relationships with HNI clients to grow Assets Under Management (AUM).

Required Education, Skills & Knowledge

• Graduate / Post-Graduate in any discipline.
• 2–5 years of experience in direct sales of financial products such as Equity, Mutual Funds, Commodities, or Derivatives.
• Candidates with AUM size of ₹20 Cr & above and strong HNI network will be preferred.
• Excellent communication and presentation skills.
• Pleasing personality with a positive and professional attitude.
• Self-starter, proactive, and target-driven individual.
• Strong relationship management and client servicing skills.

Why Join Us?

• Opportunity to work with a leading wealth management brand.
• Attractive performance-based incentives.
• Dynamic and growth-oriented work environment.

If you are passionate about wealth management, client acquisition, and delivering value-driven investment solutions, we’d love to connect with you!

Apply Now or share your profile at the contact details provided.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Sales, Business Development, and Finance

Industries

• Financial Services, Banking, and Investment Management

We’re removing barriers to opportunity and encourage applicants from all backgrounds.