Wealth RM/Wealth RO

The Role of Wealth RM in a Nutshell(Location:Noida, Gurgaon)

You will be responsible for acquiring HNI/Retail clients and advising them on a core

suite of financial products: Mutual Funds, Fixed Deposits, Life Insurance, Bonds,

PMS & AIF, etc. This is a high-impact role blending relationship management with

strategic financial planning.

What You’ll Do:

 Handling a team of Sales executives / Relationship Officers and planning and

achieving Sales Targets for Wealth Management products through the team by

motivating, Inspiring and providing guidance to the team to keep the performance

levels high. The role will involve acquisition of new clients and building own AUM

& Portfolio which will be managed by RM.

 Responsible for creation a client base in new Private Wealth / HNI Clients /

Corporate clients by interacting & developing rapport with all external/internal

constituents of client at all levels; for maximum client retention & achievement of

revenues

 Recruiting, training and ensuring seamless induction to the newly joined team

members and managing attrition within the team

 Balanced Advisory: Pitch the "Core Four"—FDs for safety, Bonds for yield,

Mutual Funds for growth, and Insurance for protection.

 Portfolio Health: Conduct periodic reviews to ensure client portfolios stay

aligned with their life goals.

 Revenue Growth: Meet AUM and insurance premium targets through ethical,

transparent selling.

 To ensure achievement of business and revenue targets attributed for the

company

 Conduct performance reviews for effective monitoring and measuring of results.

What We’re Looking For:

 Minimum Qualification: Qualifications: MBA/PGDM in Finance from a

recognized University / College

 Experience: 7–10 years in Wealth Management, Banking, or Insurance Sales.

 Credentials: NISM (VA) and IRDAI certifications are highly preferred.

 Skills: Strong understanding of debt markets, tax-saving instruments, and equity

mutual funds.

 Mindset: A "client-first" attitude with a hunger for business development.

 Should have experience in handling teams in banks/Private Wealth/ Broking

Location: Gurgaon / NCR

Why Join Wealth Company?

 Competitive Pay: Attractive base + uncapped performance incentives.

 Tech-Enabled: Use our advanced platform to manage clients with zero

paperwork.

 Career Growth: Be an early member of a fast-scaling wealth-tech firm.

Pay: Up to ₹1,500,000.00 per year

Work Location: In person