Wealth Manager - Mutual Funds and Equities

Salary - 8 LPA to 11 LPA Location - Delhi Experience - 3 to 10 Years Key Responsibilities: Acquire, manage, and deepen relationships with clients Provide customised financial planning and wealth management solutions Advise clients on investment products such as mutual funds, equities, PMS, AIFs, insurance, and structured products Monitor market trends and provide timely investment insights and recommendations Achieve revenue targets through cross-selling and upselling financial products Conduct regular portfolio reviews and rebalance investments as per client objectives Ensure compliance with regulatory requirements and internal policies Coordinate with internal teams (research, operations, product) for seamless client servicing Maintain high levels of client satisfaction and retention Key Skills and Competencies: Strong understanding of financial markets and investment products Relationship management and client handling skills Sales and target orientation Analytical and problem-solving ability Excellent communication and presentation skills High ethical standards and professionalism Key Performance Indicators (KPIs): AUM (Assets Under Management) growth Revenue generation Client acquisition and retention Cross-sell ratio Client satisfaction scores