Wealth Manager

Bullsline Holding; Faridabad District; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Trail income share

Long-term incentives

Ethical selling culture

Job summary

Bullsline Holding is seeking a wealth manager to run discovery calls with qualified prospects and create investment proposals across mutual funds, bonds, PMS, AIFs, insurance and other vetted products. You will present proposals and follow up via calls, WhatsApp and email, then manage onboarding including KYC and first investment.

You will conduct regular check-ins, earn referrals, and keep every interaction updated in our CRM, building long-term client relationships and growing your book of

Qualifications

• 2-7 years in wealth management, priority banking, financial product distribution, insurance or fintech investment sales.
• NISM Series V-A certification, or willingness to clear it within 45 days.
• Solid understanding of mutual funds and asset allocation.
• A track record of long-term client relationships, not just closing deals.

Responsibilities

• Run discovery calls with qualified prospects
• Put together investment proposals across mutual funds, bonds, PMS, AIFs, insurance and other vetted products
• Present proposals and follow up on calls, WhatsApp and email
• Manage onboarding: KYC, documentation and the first investment
• Do regular check-ins and earn referrals
• Keep every interaction updated in our CRM

Skills

Wealth management experience

Financial product distribution

Insurance or fintech investment sales

Education

NISM Series VA certification

Job description

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 clear 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