Marketing & Client Relationship Manager – Wealth Services
Company: BetterKarts Private Limited
Location: Noida (Work from Office + Field)
Employment Type: Full-Time
About BetterKarts
BetterKarts is a next-generation wealth services platform dedicated to helping investors build long-term wealth through research-driven investment strategies. We provide access to Mutual Funds, PMS, AIFs, International Investments, GIFT City Funds, and other wealth services for HNIs, NRIs, professionals, business owners, and emerging family offices. Our mission is Financial Empowerment through research, investor education, and disciplined investing.
Role Overview
We are looking for a dynamic, energetic, and relationship-oriented professional who enjoys interacting with people and building meaningful business relationships. This role involves promoting BetterKarts' wealth products and services, meeting prospective clients and distribution partners, conducting investor awareness activities, and driving business growth through consultative engagement.
Key Responsibilities
• Promote BetterKarts' wealth services including Mutual Funds, PMS, AIFs, and other investment products.
• Meet professionals, business owners, HNIs, NRIs, and prospective investors through field visits, networking events, seminars, and referrals.
• Identify, engage, and onboard new clients and distribution partners.
• Conduct presentations and explain the benefits of BetterKarts' research-driven investment approach and financial products.
• Build and nurture long-term client and partner relationships.
• Generate quality leads through networking, referrals, corporate connects, and strategic alliances.
• Coordinate with internal teams to ensure seamless client onboarding and exceptional service.
• Achieve business development and revenue targets while maintaining high ethical and compliance standards.
Desired Candidate Profile
• Excellent communication, presentation, and interpersonal skills.
• Extroverted, confident, and passionate about meeting new people.
• Comfortable with extensive fieldwork and client meetings.
• Strong relationship-building and networking abilities.
• Self-motivated, target-driven, and proactive.
• Basic understanding of Mutual Funds, PMS, AIFs, or other financial products is preferred.
• Prior experience in wealth management, financial services, insurance, banking, investment advisory, or business development will be an advantage.
Qualification
• Graduate in any discipline with flair for marketing and business development.
• 0–5 years of experience in Sales, Marketing, Business Development, or Financial Services.
• Fresh graduates with excellent communication skills and a strong desire to build a career in wealth management are encouraged to apply.
Why Join BetterKarts?
• Opportunity to work with a fast-growing, research-driven wealth services platform.
• Exposure to Indian and global investment solutions, including Mutual Funds, PMS, AIFs, International Investments, and GIFT City Funds.
• Comprehensive training, mentoring, and career development.
• Attractive fixed salary with performance-based incentives.
• Work with experienced professionals committed to investor education, ethical wealth creation, and long-term client success.
• Training & Support for relevant NISM certifications.
Location: BetterKarts Private Limited, Spectrum Metro Mall, Sector 75, Noida.
If you're passionate about finance, enjoy connecting with people, and want to build a rewarding career in wealth management, we'd love to hear from you.