Wealth Manager

Job Title: Wealth Management

Company: SJS Finserve Pvt. Ltd.
Location: Sector 14, Gurgaon
Job Type: Full-time | On-site
Experience: 2–7 years

About the Role:
We are looking for an experienced Wealth Management professional to acquire and manage HNI/UHNI and retail clients, build long-term relationships, and generate business through Mutual Funds and other investment products.

Key Responsibilities:

• Acquire and manage new investment clients
• Build and maintain client relationships
• Generate business through Mutual Funds and investment products
• Manage and grow client book and AUM
• Understand client goals and recommend suitable solutions
• Generate leads through referrals and professional networks
• Achieve business targets
• Ensure proper documentation and compliance

Requirements:

• 2–7 years of experience in Wealth Management, Mutual Funds, BFSI, Investment Sales, or related fields
• Strong client acquisition and relationship management experience
• Good knowledge of Mutual Funds and investment products
• Existing client book, AUM, or HNI/UHNI network is an advantage
• Strong communication and negotiation skills

Compensation:
Salary will be determined based on the candidate's previous compensation, relevant experience, and overall suitability for the role. Compensation will be discussed during the interview process.

Apply:
Send your updated CV to [email protected] with the subject Application – Wealth Manager.

For faster communication, candidates may also WhatsApp their CV or contact us at +91 85953 22903.

Experience:

• Wealth management: 2 years (Preferred)

Work Location: In person