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Wealth Manager
Avani Consulting
Delhi NCR | New Delhi
Not Disclosed
2 - 7 Years
Full Time - Permanent
Views:7
Applicants:0
Posted on 14 May, 2026
In Office
Job Description | Responsibilities
- Promote the complete range of Mutual Fund products
- Upsell investment products to Retail / HNI / UHNI clients
- Generate fresh leads through references and build strong client relationships
- Achieve sales and revenue targets across products
- Enhance and manage client net-worth relationships
Overview
- Industry - HR Staffing & Recruitment Firms / Employment Agency / Background - Reference Check Firms
- Functional Area - Financial Services / Broking
- Job Role - Wealth Manager
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
Wealth Manager
Private Wealth Manager
Relationship Manager
Investment Advisor
Financial Advisor
