Rekrut India
Wealth Manager/ Advisor
Skills
19 days ago
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Important information
Contract type:
Permanent
Salary:
₹600,000 – ₹1,300,000 / year
Location:
Ahmedabad, Gujarat, India
Work mode:
Onsite
Published on:
9 October 2026
What they need
Join a Leading Stock Broking company and Accelerate Your Career Growth
Role: Relationship Manager- Wealth Manager
Location: Surat
CTC:- upto 12 lpa
Role Overview
- Drive acquisition and closure of investments across Mutual Funds, PMS, AIF, Corporate FD, SGB & Insurance
- Achieve Net Equalized Assets (LS) targets for the mapped portfolio
- Build and grow a strong SIP book
- Activate & reactivate clients to generate new business
- Conduct regular client meetings to enhance AUM, SIP flows & overall revenue
Candidate Profile
2 years of experience Mutual Fund Sales
Graduate Mandatory
NISM 5A & NISM 8 certifications preferred
Strong client relationship and business development skills
Experience in Wealth Management / Broking / Investment Products preferred
If youre driven, client-focused, and ready to grow in the wealth management space, wed love to connect!
Interested candidates can share your updated resume on [email protected] or on Whatsapp 8356993985
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