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Wealth manager

salary 50,000 - 75,000 /month
company-logo
job companySjs Finserve Private Limited
job location Sector 14 Gurgaon, Gurgaon
job experience5 - 6+ years Experience in Sales / Business Development
5 Openings
full_time Full Time

Skills Required

Cold Calling
Computer Knowledge
Lead Generation
MS Excel
Wiring

Job Highlights

qualification
Post Graduate and above
gender
All genders
jobShift
10:00 AM - 06:00 PM
star
PAN Card, Aadhar Card, Bank Account

Job Description

We are looking for a Wealth manager to join our team at at SJS Finserve Private Limited. As we expand our wealth & Distribution Manager who can build strong client relationships and drive business growth.

What We're Looking For:

  • Experience in Banking, Wealth Management, Mutual Fund, Broking or Financial Services

  • Strong Client acquisition and relationship management skills

  • Understanding of investment product and wealth solutions

  • Self-driven professional with a growth mindset

Key Responsibilities:

  • Acquire and manage HNI/affluent clients.

  • Promote Wealth Management , Mutual Funds, AIF & IPO opportunities.

  • Generate business through networking and relationship building.

  • Deliver an excellent client experiance.

  • Identify and approach potential clients to generate leads and drive sales growth.

  • Present and promote products or services to prospective customers.

  • Maintain strong relationships with existing clients and motivate them to repeat business.

  • Prepare and deliver sales pitches tailored to client needs.

  • Achieve monthly and quarterly sales targets.

  • Stay informed on market trends and competitor activities.

  • Prepare reports on sales performance and client feedback.

Job Requirements:

The minimum qualification for this role is Graduate and 5 - 6+ years of experience. Applicants should have strong negotiation skills, a customer-first approach, and the ability to work in a fast-paced environment.

Other Details

  • It is a Full Time Sales / Business Development job for candidates with 5 - 6+ years Experience.

More about this Wealth manager job

  1. What skills and experience do you need for this Wealth manager job?
    Ans : To apply for this Wealth manager job, candidates should have skills like Cold Calling, Computer Knowledge, Lead Generation, MS Excel, Wiring along with 5-7 years of experience.
  2. How much can you earn in this position?
    Ans : You can earn between ₹50,000-₹75,000 per month in this Wealth manager position.
  3. What is the work schedule for this Wealth manager job?
    Ans : This Wealth manager job has timings from 10:00 AM - 06:00 PM.
  4. Do you need to visit the office for this job?
    Ans : Yes, candidates need to visit the office and work from the location in Sector 14 Gurgaon, Gurgaon.
  5. How many vacancies are there for this Wealth manager job?
    Ans : There are 5 vacancies for this Wealth manager role.
  6. Is this job open for all genders?
    Ans : Yes, this Wealth manager job is open for both male and female candidates.
  7. What work will you do in this role?
    Ans : As a Wealth manager, you will work on skills like Cold Calling, Computer Knowledge, Lead Generation, MS Excel, Wiring.
  8. What is the job location for this position?
    Ans : The job location for this Wealth manager position is Sector 14 Gurgaon, Gurgaon.
  9. Who is the right fit for this Wealth manager job?
    Ans : A candidate having skills like Cold Calling, Computer Knowledge, Lead Generation, MS Excel, Wiring with 5-7 years of experience is the right fit for this Wealth manager job.
  10. What makes this Wealth manager job a good opportunity?
    Ans : This Wealth manager job is a good opportunity as it offers a salary between ₹50,000-₹75,000 per month. This is a Full Time job and has 5 openings.
Candidates can call HR for more info.
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Other Details

Incentives

No

No. Of Working Days

24 days working

Skills Required

Cold Calling, Computer Knowledge, Lead Generation, MS Excel, Wiring, Personal data, Personal connection

Contract Job

No

Salary

₹ 50000 - ₹ 75000

English Proficiency

Yes

Contact Person

Sonam Tripathi

Interview Address

Sector 14, Sector 14, Gurgaon
Posted 10+ days ago
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