K
Kajal Enterprises
Wealth Manager
Skills
Financial Planning
1 month ago
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Important information
Contract type:
Permanent
Salary:
₹400,000 – ₹700,000 / year
Location:
Delhi, India
Work mode:
Onsite
Published on:
11 September 2026
What they need
Roles and Responsibilities :
- Manage high net worth individual (HNI) clients' financial portfolios, providing personalized wealth management solutions.
- Develop and maintain strong relationships with existing HNI clients to identify new business opportunities and increase revenue growth.
- Collaborate with internal teams to design and implement customized investment strategies, ensuring optimal returns on investments.
- Monitor market trends, economic indicators, and regulatory changes to stay ahead of potential risks and capitalize on opportunities.
Job Requirements :
- 2-10 years of experience in direct channel sales or relationship management within the life insurance industry.
- Strong understanding of financial planning, portfolio management, and wealth creation concepts.
- Proven track record of success in managing HNIs' financial affairs through effective communication skills.
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