Wealth ManagerConfidential • Panipat, India
Wealth Manager
Confidential • Panipat, India
9 hours ago
Job descriptionMaintain and grow a personal portfolio of high-value customers. Provide personalized financial solutions based on customer needs and risk profiles. Ensure timely follow-up, query resolution, and high service standards to enhance customer satisfaction. Map all assigned branches within the region to optimize lead utilization and identify cross-selling opportunities. Coordinate closely with branch teams to leverage walk-in customers and branch-level campaigns. Participate in local marketing activities and customer engagement events. Ensure adherence to all regulatory and internal compliance guidelines. Maintain accurate documentation of client interactions, sales pipelines, and closures. Submit periodic sales reports and performance updates to the regional manager. Bachelor's degree in any discipline (Finance / Marketing preferred). 3–5 years of experience in field sales within BFSI (Banking, Financial Services, Insurance) domain preferred. Strong experience in selling mutual funds, insurance, FDs, wealth products, etc. Must have an existing client base / portfolio with proven relationship management capability. Excellent communication, negotiation, and interpersonal skills. Self-motivated, target-driven, and comfortable with extensive field work. Ability to build long-term client relationships and manage multiple product lines. AMFI / IRDA certifications (if applicable) will be an added advantage. Competitive salary based on experience. Monthly performance-based incentives across all product lines. Travel allowance as per company norms. Growth opportunities within a large and expanding financial services organization. A proactive relationship builder with strong local market knowledge. Someone who thrives in field sales and enjoys meeting clients face-to-face. A professional with strong product knowledge and the ability to cross-sell effectively.
Key Responsibilities
Business Development & Sales
- Acquire new customers for portfolios, insurance, mutual funds, FDs, and NCDs (upon launch).
- Achieve monthly and quarterly sales targets across product categories.
- Utilize both personal client networks and company-provided curated leads to generate business.
- Conduct regular field visits to meet prospective and existing clients to deepen relationships.
Client Relationship Management
Branch Mapping & Coordination
Compliance & Reporting
Required Skills & Qualifications
Benefits & Compensation
Ideal Candidate Profile
A self-starter with an entrepreneurial mindset who can maintain and expand their own client portfolio.
Skills Required
Field Sales
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Wealth Manager • Panipat, India
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