Relationship Manager/Financial Advisor

Delhi – 27/06/2024

Job Title

Relationship Manager/Financial Advisor

Job Location – Noida


About the Company

Wealthzi is looking for advisors as ‘Relationship Manager’ for selling financial and investment products like Mutual fund, PMS, etc.

Key Responsibilities:

The role is focused on building relationships with individual customers and distributors (Sub brokers). For this, you must have a good understanding of investment products and ability to prospect and sell the same to retail customers and HNI’s. Your aim will be to quickly build a customer base.

Working closely with Team Leader, you will drive sales and grow your AUM. This opportunity calls for a relationship based sales professional, who is passionate about investment products and creating a book that will take Wealthzi to the next level.

Access to a work with new age start-up, competitive compensation and career advancement to leadership roles in future.


 – To prospect, acquire and retain clients, meeting revenue numbers month on month.

– To achieve budgeted targets in terms of number of clients/volume of business & assets.

– To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients- portfolios

– To understand clients- needs & requirements and accordingly position products & services

– To coordinate with product and research team for taking investment decision for the clients

– To recommend strategies clients can use to achieve their financial objectives, including specific recommendations in such areas as cash management, insurance coverage other than investment planning also to ensure a one-point relationship for the client

– To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment

Skills and Requirements

  • Understanding of financial products, different asset classes and its risk and return (preferably sales experience in the same)
  • Ability to analyses and review customers’ existing portfolios
  • Excellent Communication and presentation skills
  • Ability to sell and close a prospect.
  • NISM Certification (MF module) and compliance
  • Person should have her own laptop.
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