Wealth Manager
Experience
Salary
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Job Description
We’re Hiring for Wealth Manager
Compensation- 30k-50k/pm with lucrative incentive structures
Experience Required- 3 to 5 year
Are you passionate about the markets and skilled at building lasting client relationships? We’re looking for a dynamic Broking Relationship Manager to spearhead client acquisition, nurture long-term partnerships, and drive trading activities across equity and derivatives.
In this role, you’ll be responsible for growing and managing a robust client base, providing personalized investment solutions, and contributing to business expansion through a blend of sales, advisory, and proactive portfolio management.
What You’ll Do
- Acquire new clients through networking, referrals, and proactive outreach strategies
- Strengthen and expand existing client relationships by delivering top-quality broking services
- Offer tailored investment advisory in equities and derivatives aligned with client goals
- Execute client trades with precision and efficiency across market segments
- Drive revenue by meeting sales targets and cross-selling/up-selling financial products
- Monitor client portfolios, identify new opportunities, and manage risks effectively
- Stay ahead of market movements, research insights, and regulatory updates to guide clients
What You Need
- Strong knowledge of equity and derivative markets
- Proven success in client acquisition and retention within broking/financial services
- Valid NISM certifications (Equity & Derivatives)
- Exceptional communication, negotiation, and relationship-building skills
What We Expect from You
- Consistently meet and exceed monthly client acquisition and revenue targets
- Maintain a minimum number of active trading clients and ensure high client engagement
- Demonstrate proactive outreach — not waiting for leads but building your own network
- Uphold the highest levels of compliance, transparency, and ethical standards in all dealings
- Stay updated with markets and regulations and translate insights into actionable client strategies
- Contribute to the team’s growth by sharing best practices and innovative approaches
If you thrive in a fast-paced financial environment and are motivated by targets, client success, and market opportunities, this is the role for you!
Basic Eligibility Filters
- Education Level: Post graduate/MBA (preferably in Finance, Commerce, or Economics) with a consistently strong academic track record (90%+ scoring preferred).
- Certifications: NISM (Equity & Derivatives) – mandatory knockout filter.
- Location: Must be based in Delhi NCR (preferably Delhi-born).
- Industry Background: Minimum 5 years in broking, financial services, or wealth management with a stable career track record.
- Client Network: Should have an organic client base / network and proven success in client acquisition and retention.
- HNIs / Ultra-HNIs: Strong penetration and relationship management with HNI and Ultra-HNI clients.
- Product Exposure: Hands-on trading and advisory in equity, derivatives, wealth management, and insurance cross-selling.
- Sales & Advisory Skills: Proven performer with a sales-driven and advisory mindset, incentive earner, and target achiever.
- Communication & Personality: Excellent communication skills, extroverted personality, confident in building rapport and long-term trust.
- Tech Skills: Tech-savvy, AI-fluent, and comfortable with digital tools for client engagement and portfolio management.
- Trading Skills: Should have good speed and accuracy in operating the trading terminal.
- Social Presence: Strong professional presence on LinkedIn and other social platforms with good engagement numbers.
- Team-Building Ability: Confident to take leadership initiatives and form/manage a team in the future.
- Job Switch Reasoning: Reason for career move should be logical, growth-driven, and aligned with long-term goals.
Designation
Wealth Manager
Key Skills
Industry
Market Research
Functional Area
Banking
Employment Type
Full Time
Education
Graduation/Diploma
Job Type
Work From Office
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