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    • The ideal candidate will focus on building and nurturing strong professional relationships with potential clients and key stakeholders.
    • Should understand needs of HNI’s in assets like property and wealth management..
    • We are looking for ambitious sales professionals capable of building…
    • Educate clients about long-term wealth creation opportunities and investment planning.
    • We are looking for confident and result-oriented Financial Advisors to…
    • A) Manage and expand the wealth management business of the firm.
    • The candidate will be responsible for client advisory, investment product distribution, and…
    • Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investigator, SGB, Insurance and other products launched…
    • Proactively reach out to B2B partners through daily calls and emails to foster new partnerships and present wealth management solutions.
    • Good knowledge of financial markets and wealth products.
    • Acquire and manage HNI, UHNI, and Family Office clients for wealth and investment solutions.
    • You’ll help clients set wealth goals, manage investments, and create portfolios for long-term growth and stability.
  • View similar jobs with this employer
    • Role: Provide expert financial guidance to clients, helping them achieve their goals through investment planning, risk management, and wealth creation…
    • Strong understanding of wealth management products and investment solutions.
    • Drive new client acquisition for wealth management and family office services.
    • The purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with…
    • Engage with HNIs/affluent clients to understand their wealth planning and insurance needs.
    • Offer Portfolio Management Services (PMS) insights where applicable,…
  • View similar jobs with this employer
    • Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management.
  • View similar jobs with this employer
    • The primary purpose of this role is to build and nurture long-lasting relationships with high-net-worth (HNI) clients by providing expert financial advice and…
    • Will be responsible for acquiring preferred clients (HNI/Ultra HNI).
    • Maintain strong client relationships and generate AUM from the assigned portfolio.

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Job Post Details

Wealth Manager - job post

Headway Engineers
Delhi, Delhi
₹30,000 - ₹50,000 a month

Job details

Pay

  • ₹30,000 - ₹50,000 a month

Job type

  • Permanent
  • Full-time

Location

Delhi, Delhi

Benefits

Pulled from the full job description

  • Paid time off
  • Paid sick time
  • Cell phone reimbursement
  • Leave encashment
  • Internet reimbursement
  • Commuter assistance
  • Provident Fund

Full job description

We are seeking a dynamic and results-oriented wealth Professional to join our team. The ideal candidate will focus on building and nurturing strong professional relationships with potential clients and key stakeholders. The role involves selling company products and solutions, driving new business opportunities, and contributing to the overall sales growth strategy.

Key Responsibilities

  • Identify, develop, and maintain strong client relationships with individuals, corporates, and channel partners.
  • Present and pitch company products/services in a confident and persuasive manner to prospective clients.
  • Generate new leads and business opportunities through networking, referrals, cold-calling, and industry associations.
  • Develop and implement effective sales strategies to achieve targets and expand market reach.
  • Collaborate with internal teams to create compelling sales presentations, proposals, and accurate sales documentation.
  • Stay updated on market trends, competitor activities, and customer requirements.
  • Maintain detailed records of sales activities, ensuring timely follow-ups and strong customer engagement.
  • Represent the company at sales events, trade shows, and client meetings.
  • Be comfortable with domestic and occasional travel as required for client acquisition and retention.

Qualifications & Skills

  • Graduate/Postgraduate in Business Administration, Marketing, Commerce, or a related field.
  • 3–6 years of experience in sales, business development, or a related customer-facing role.
  • Excellent communication, presentation, and negotiation skills with a confident, target-driven approach.
  • Proven ability to build and maintain long-term client relationships.
  • Self-motivated, ambitious, and professional with a high sense of accountability and responsibility.
  • Familiarity with sales processes, CRM tools, and market dynamics is highly desirable.
  • Flexibility to travel for sales meetings and business development opportunities as required.

Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹50,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Commuter assistance
  • Internet reimbursement
  • Leave encashment
  • Paid sick time
  • Paid time off
  • Provident Fund
  • Work from home

Work Location: Remote

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