📌Job Description

Company: Wealth Creation Company
Location: Assotech Business Cresterra, Sector-135, Noida

Designations Available:

• Assistant Wealth Manager (5–10 years experience)

• Deputy Wealth Manager (10–20 years experience)

• Senior Wealth Manager (20–30 years experience)

🎯 Role Overview

We are hiring across levels in Wealth Management to strengthen our client servicing and advisory team. Candidates should bring their own business sources, manage HNI relationships, and drive growth through compliant execution of wealth products.

🛠 Key Responsibilities

• Acquire and manage HNI / High Net Worth clients.

• Provide end-to-end client servicing and relationship management.

• Sell and execute transactions across Fixed Deposits (FDs), Mutual Funds, Insurance, Bonds, AIFs, PMS, and Pre-IPO opportunities.

• Mentor junior advisors and support team sales strategies.

• Track leads, prospects, and client portfolios, ensuring compliance with SEBI/IRDAI guidelines.

• Prepare MIS reports and assist management in reviews.

👤 Candidate Profile

• Experience: 5–30 years in Wealth Management, Client Servicing, or Relationship Manager or Branch Manager roles.

• Proven track record of handling HNI clients and delivering business from own sources.

• Strong knowledge of financial products: FD, Mutual Funds, Insurance, Bonds, AIFs, PMS, Pre-IPO.

• Excellent communication, networking, and relationship-building skills.

• Self-driven, proactive, and compliance-focused.

📌 Position Details

• Designation: Assistant / Deputy / Senior Wealth Manager

• Location: Noida

• Type: Flexible Hours (Can be discussed)

• Remuneration : No Bar for deserving candidate

• It is a Part Time అమ్మకాలు / వ్యాపార అభివృద్ధి job for candidates with 5 - 6+ years Experience.