Wealth Manager

Opus Global Services India; Mumbai; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Opus Global Services India in Mumbai is seeking a sales professional to grow our financial products portfolio. You will acquire and manage clients, expand AUM, and drive wallet share through mutual funds, PMS, AIF, and other investment products.

With 2+ years in selling financial services, you will conduct 2-3 client meetings daily, build lasting relationships, and work toward SIP and revenue targets while staying client-focused and adaptable.

Qualifications

• 2+ years of experience selling financial products/services.
• Graduate in any stream.

Responsibilities

• Acquire and manage clients while increasing AUM and wallet share.
• Generate assets through Mutual Funds, PMS, AIF, Corporate FD, SGB, Insurance and other investment products.
• Achieve asset collection, SIP and revenue targets for the mapped client portfolio.
• Reactivate existing clients and acquire new clients.
• Conduct 2-3 client meetings per day through physical/virtual meetings.
• Build strong client relationships and ensure regular engagement.
• Identify opportunities to increase SIP flows, investments and overall client penetration.

Skills

Communication skills

Interpersonal skills

Knowledge of financial markets

Investment products knowledge

Client-focused

Target-driven

Relationship management

Self-motivation

Adaptability

Team player

Local language fluency

Education

Graduate degree

Job description

Experience: 2+ years in selling financial products/services

Education: Graduate in any stream

Key Responsibilities:

• Acquire and manage clients while increasing AUM and wallet share.
• Generate assets through Mutual Funds, PMS, AIF, Corporate FD, SGB, Insurance and other investment products.
• Achieve asset collection, SIP and revenue targets for the mapped client portfolio.
• Reactivate existing clients and acquire new clients.
• Conduct 2-3 client meetings per day through physical/virtual meetings.
• Build strong client relationships and ensure regular engagement.
• Identify opportunities to increase SIP flows, investments and overall client penetration.

Required Skills:

• Strong communication and interpersonal skills.
• Good knowledge of financial markets and investment products.
• Client-focused and target-oriented approach.
• Ability to develop and maintain client relationships.
• Self-motivated, adaptable and a good team player.
• Fluency in the local language is an added advantage.