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Job Title


Wealth Manager


Company : Integrated Personnel Services Limited


Location : Delhi, Delhi


Created : 2025-11-02


Job Type : Full Time


Job Description

Job Role : Wealth Manager Experience : 2 to 5 years Location : Delhi, Hyderabad, Bangalore, Chennai Key Responsibilities & Accountabilities Will be responsible for primarily selling Equity based investment products. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as an when required Required Education, Skill Set & Knowledge Graduate / Post graduate 2 yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have advantage. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills If interested share your CV at