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Wealth Manager

Fresher   Delhi   25 Sep, 2025
Skywings Advisors Private Limited
Job LocationDelhi
EducationNot Mentioned
SalaryNot Disclosed
IndustryFinancial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Hiring for a Leading Financial Services CompanyProfile: Wealth Manager (Financial Planner)CTC: 5L 16LLocation: DwarkaExperience: 2 years in wealth/financial services Joining: Immediate or short notice preferredRequirements:* Excellent English communication* Presentable and professional* Must have existing clients/book of business* Responsible for client acquisition, portfolio management & financial advisoryInterested candidates can share their resume at hidden_mobileKey Responsibilities:
    • Manage and review existing client investment portfolios.
    • Acquire new clients through referrals, social media, and financial awareness programs.
    • Conduct financial planning, portfolio analysis, and recommend suitable financial products.
    • Drive business growth by cross-selling Mutual Funds, Insurance, Loans, Tax & Estate Planning.
    • Maintain client relationships with regular portfolio reviews and performance updates.
    • Onboard prospects from your own book of business/network.
    • Prepare MIS reports and present performance achievements.

Keyskills :
client relationship managementfinancial advisoryfinancial servicesinsurance salesportfolio managementmutual fundsclient acquisitionbook of businesswealth manager

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