Wealth Management Leader
Enrich MoneyDelhi, Republic Of India, IN9 hours ago
Job descriptionGuide the team in building strong, long-term client relationships Offer investment insights and personalized financial advice Support client meetings and handle escalated queries Drive branch-level sales and revenue targets Stay updated on stock and commodity market trends Collaborate with APs and BDRs to expand the client base Ensure strict adherence to regulatory and KYC norms Maintain accurate reports on sales performance and client activity Present regular updates to the Regional Head Focus on client retention, cross-selling, and margin enhancement Strengthen HNI relationships through proactive engagement Education : Bachelor’s or Master’s degree (any discipline) Experience : Minimum 7 years in team handling, sales, or relationship management within the stock and commodity markets Knowledge : Strong understanding of trading platforms and financial products Leadership : Excellent team management, communication, and motivational skills Client Orientation : Proven ability to resolve queries and maintain high client satisfaction Attractive Compensation : Competitive salary with performance-based incentives Learning & Development : Access to advanced Wealth-Tech tools and market insights Career Growth : Fast-track opportunities based on merit and results Innovative Culture : Work in a collaborative, high-energy environment that values ideas and initiative If you currently lead a team of 5–10 members experienced in Stock Market and Mutual Fund Sales , and wish to join as a group, we welcome team applications . If you are currently leading a team, you can directly reach out to us at hr@enrichmoney.in and careers@enrichmoney.in , and share your team’s updated resumes for our review and consideration. Be part of a rapidly growing Wealth-Tech firm shaping India’s investment future Gain exposure to cutting-edge market technologies and compliance frameworks Thrive in a culture that rewards performance, innovation, and integrity
About Enrich Money
Enrich Money is a forward-thinking Wealth-Tech firm powering smart investments through its proprietary ORCA platform , available on web and mobile. As a trusted member of MCX, NSE, BSE, and CDSL , we empower investors with seamless access to multi-asset investment opportunities while delivering innovative solutions that bridge financial gaps.
Position Overview
Designation : Branch Manager – Business Development
Department : Sales & Marketing
Experience : 7–10 Years
Location : Delhi
Interview Mode : L1 – Virtual | L2 – Face-to-Face
Work Model : Work from Office
Work Schedule : Monday to Saturday (1st Saturday off)
Joining : Immediate to 15 days preferred
Note : Candidates without prior experience in Stock Market, Share Market, or Mutual Fund Sales are advised not to apply.
Role Summary
We are seeking a proactive and results-driven Branch Manager to lead and motivate a team of Business Development Executives, Relationship Managers, and Business Advisors. The ideal candidate will drive revenue growth, ensure client satisfaction, and guide the branch toward achieving business excellence in the stock and commodity markets .
Key Responsibilities
Team Leadership & Development
- Recruit, train, and mentor a high-performing sales team
- Set clear goals for KYC acquisition and revenue generation
- Monitor performance and implement improvement strategies
Client Relationship Management
Business Growth & Market Strategy
Compliance & Reporting
Retention & Margin Improvement
Required Skills & Qualifications
What We Offer
Team Hiring Opportunity
Why Join Enrich Money?
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Wealth Management • Delhi, Republic Of India, IN
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