Wealth Manager - B2C

Fincart Finvest; Sector 10; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

5-Day Work Week

Unlimited Earning Potential

Virtual Wealth Advisory

Sponsored Certifications

Accelerated Career Growth

Learn from Industry Experts

Performance-Driven Culture

Work with India's Growing Wealth Brand

Job summary

Fincart is seeking a Wealth Manager in India to build lasting client relationships and guide them toward achieving financial goals through comprehensive investment solutions. You will manage HNI and retail clients, recommend investment strategies, and drive revenue targets with a focus on advisory excellence.

The role emphasizes relationship-building, cross-selling, and staying abreast of market trends while ensuring regulatory compliance and a client-first approach to wealth planning.

Qualifications

• 1–3 years of experience in Insurance Sales, Wealth Management, Financial Advisory, Banking Sales or Financial Product Sales.
• Proven track record of achieving sales targets.
• Post-Graduation in Commerce, Finance, Economics, Business Administration or related discipline.
• Minimum 60% marks in Class X and Class XII (Mandatory).

Responsibilities

• Acquire and manage High Net-Worth (HNI) and retail clients.
• Understand clients' financial objectives and recommend suitable investment solutions.
• Cross-sell wealth products including Mutual Funds, PMS & AIF, Fixed Income Products, Bonds, and Insurance Solutions.
• Conduct financial need analysis and provide customized wealth planning.
• Build and nurture long-term client relationships through regular engagement.
• Conduct virtual financial consultations and client meetings.
• Achieve monthly revenue and business targets.
• Stay updated with financial markets, investment products, and industry trends.
• Ensure compliance with regulatory guidelines and internal processes.

Skills

Relationship building

Client engagement

Consultative selling

Closing high-value deals

Communication

Presentation skills

Adaptability

Continuous learning

Education

Post-Graduation in Commerce/Finance/Economics/Business Administration or related discipline

NISM Certification

IRDA Certification

CFP (Preferred)

Job description

About Fincart

At Fincart, we don't just help clients create wealthwe build successful careers. As one of India's fastest-growing wealth management firms, we're looking for ambitious sales professionals who are passionate about financial advisory and relationship management. If you've excelled in insurance sales and are ready to transition into holistic wealth management, Fincart is the place for you.

Industry Preference

Life Insurance / Health Insurance / Financial Services / Wealth Management

KEY RESPONSIBILITIES

As a Wealth Manager, you will be responsible for building long-term client relationships and helping them achieve their financial goals through comprehensive investment solutions.

• Acquire and manage High Net-Worth (HNI) and retail clients.
• Understand clients' financial objectives and recommend suitable investment solutions.
• Cross-sell wealth products including Mutual Funds, PMS & AIF, Fixed Income Products, Bonds, and Insurance Solutions.
• Conduct financial need analysis and provide customized wealth planning.
• Build and nurture long-term client relationships through regular engagement.
• Conduct virtual financial consultations and client meetings.
• Achieve monthly revenue and business targets.
• Stay updated with financial markets, investment products, and industry trends.
• Ensure compliance with regulatory guidelines and internal processes.

ELIGIBILITY CRITERIA

Experience

• 1–3 years of experience in Insurance Sales, Wealth Management, Financial Advisory, Banking Sales or Financial Product Sales.
• Proven track record of achieving sales targets.

Educational Qualification

• Post-Graduation in Commerce, Finance, Economics, Business Administration or related discipline.
• Minimum 60% marks in Class X and Class XII (Mandatory).

Preferred Certifications

• NISM Certification
• IRDA Certification
• CFP (Preferred)

WHAT WE'RE LOOKING FOR

• Excellent relationship builders with strong client engagement skills.
• Passionate about financial planning and wealth creation.
• Confident in consultative selling and closing high-value deals.
• Self-driven, target-oriented and result-focused.
• Strong communicators with excellent presentation skills.
• Adaptable to a fast-paced, technology-driven environment.
• Eager to continuously learn and grow within the wealth management industry.

WHY JOIN FINCART?

• 5-Day Work Week - Build a successful career while enjoying your weekends.
• Unlimited Earning Potential - High fixed salary with industry-leading incentives and uncapped performance rewards.
• Virtual Wealth Advisory - Advise clients digitally from a modern, technology-driven workspace—no field sales.
• Sponsored Certifications - We fund your professional learning to help you become a certified financial expert.
• Accelerated Career Growth - Fast-track your journey from Wealth Manager to Leadership roles.
• Learn from Industry Experts - Get mentored by experienced wealth management professionals.
• Performance-Driven Culture - Your talent and results determine your growth—not just your tenure.
• Work with India's Growing Wealth Brand - Shape clients' financial futures while building your own.

WHAT SUCCESS LOOKS LIKE

Strong client acquisition

High client retention

Achievement of monthly business targets

Excellent customer experience

Continuous product knowledge enhancement

Ready to Build Wealth - For Your Clients and Yourself?

If you're an ambitious sales professional looking to transition from insurance sales into the exciting world of wealth management, Fincart offers the platform, training, rewards, and career growth to help you succeed.

Join Fincart. Build Relationships. Create Wealth. Build Your Future.