Wealth Manager

Opus Global Services India Pvt. Ltd.; Mumbai; On-site; INR 500,000 - 1,200,000; Full time

Job summary

Opus Global Services India Pvt. Ltd. is seeking a sales professional with 2+ years of experience in selling financial products to acquire and manage clients, grow assets under management and wallet share.

The role involves generating assets through mutual funds, PMS, AIF, corporate FDs, SGB and insurance, while achieving SIP and revenue targets for the client portfolio. You will reactivate existing clients and pursue new opportunities with regular meetings.

Qualifications

• Minimum 2+ years of experience selling financial products/services.
• Graduation 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 products.
• Achieve asset collection, SIP and revenue targets for mapped portfolios.
• Reactivate existing clients and acquire new clients.
• Conduct 2-3 client meetings per day (physical or virtual).
• Build strong client relationships and ensure regular engagement.
• Identify opportunities to increase SIP flows and overall client penetration.

Skills

Strong communication

Financial markets knowledge

Client focus

Relationship building

Self-motivated

Adaptable

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.