Wealth Manager

Jainam; Surat; On-site; INR 450,000 - 650,000; Full time

Job summary

Jainam, a financial services firm focused on empowering traders and investors, invites a proactive sales and client-management professional to join our Gujarat team. You will generate leads, acquire clients independently, and manage branch business while aiming to meet and exceed individual targets.

You will develop and manage partner relationships, build a strong client base, and drive revenue across product lines such as Mutual Funds, Insurance, and PMS.

Qualifications

• Graduate in any discipline; relevant financial services exposure preferred.
• Strong communication, sales and relationship-management skills.
• Experience in Mutual Funds / Insurance / PMS / Wealth Management preferred; only experienced candidates will be considered.

Responsibilities

• Generate your own leads and acquire clients independently.
• Manage branch business and achieve individual targets.
• Develop and manage partner relationships.
• Build a strong client base and drive revenue.
• Handle products like Mutual Funds, Insurance, PMS.

Skills

Communication skills

Sales skills

Relationship management

Education

Graduate in any discipline

Job description

Company Description

Jainam is focused on paving the path to a more confident financial future for traders and investors. The firm offers a range of broking and investment services designed to help clients navigate markets and make informed decisions. Jainam emphasizes education, guidance, and tools that support both new and experienced market participants. More information about Jainam’s services, platforms, and initiatives can be found through its consolidated online presence at linktr.ee/jainam broking.

Role Description

• Generate your own leads & acquire clients independently
• Manage branch business & achieve individual targets
• Develop and manage partner relationships
• Build a strong client base and drive revenue

Qualifications

Jainam is focused on paving the path to a more confident financial future for traders and investors. The firm offers a range of broking and investment services designed to help clients navigate markets and make informed decisions. Jainam emphasizes education, guidance, and tools that support both new and experienced market participants. More information about Jainam’s services, platforms, and initiatives can be found through its consolidated online presence at linktr.ee/jainam broking.

Role Description

• Generate your own leads & acquire clients independently
• Manage branch business & achieve individual targets
• Develop and manage partner relationships
• Build a strong client base and drive revenue
• Handle products like Mutual Funds | Insurance | PMS

Qualifications

Qualification:
* Gradua

t

e in any discipline* Relevan

t experience in Mutual Funds / Insurance / PMS / Wealth Management preferred* Strong

communication, sales & relationship-management skills* Only ex

perienced candidates will be considered