Wealth Manager

Job Title : Wealth Manager (Sales Role)

Location : Sector 62, Noida

Company : JSR Fintech Pvt Ltd

CTC Offered : ₹12 LPA

Probation Period : 3 Months

Reporting To : Director / Senior Wealth Head

Start Date : with immediate effect

About JSR Fintech Pvt Ltd

JSR Fintech is a growing financial services firm committed to providing clients with trusted, customized, and growth-oriented financial planning and investment solutions. We believe in building strong relationships through transparency, performance, and client-centric advisory.

Role Overview

We are looking for a dynamic and goal-oriented Wealth Manager to join our sales team. The ideal candidate will be responsible for client acquisition and building a portfolio with an Assets Under Management (AUM) target of ₹4 Crores in the first 3 months. This is a sales-focused role requiring strong interpersonal skills, financial product knowledge, and the ability to build trust-based relationships with clients.

Key Responsibilities

Acquire new high-net-worth (HNI) and mass affluent clients for investment and wealth management services.

Drive AUM growth by identifying client needs and offering tailored solutions.

Meet and exceed sales targets — minimum ₹4 Cr AUM in the first 3 months.

Build long-term relationships to enhance client satisfaction and retention.

Promote and cross-sell financial products like Mutual Funds, FDs, PMS, Bonds, LAS, etc.

Focus on B2B tie-ups

Provide regular market updates and portfolio reviews to clients.

Required Skills & Qualifications

Bachelor’s degree in Finance, Business, Economics, or a related field. MBA preferred.

2-5 years of proven experience in wealth management, financial advisory, or investment sales.

Strong network of potential HNI clients is highly preferred.

Excellent communication, negotiation, and interpersonal skills.

Deep understanding of financial markets and investment products.

AMFI / NISM certifications (if required for mutual fund distribution).

What We Offer

Competitive fixed salary of ₹12 LPA.

Performance-based incentives.

Dynamic work environment with growth opportunities.

Comprehensive training and support.

Exposure to HNI client management and advanced investment strategies.

Note : The position is initially for a 3-month probation period, during which performance will be closely evaluated. Successful candidates may be offered a permanent role with additional benefits.