Leading Financial Services Inc
Website:
leadingfs.com
Job details:
Hiring for Wealth Realtionship Manager leading Wealth Comp.
Location-Gurgoan and Noida
You will be responsible for acquiring HNI/Retail clients and advising them on a core
suite of financial products: Fixed Deposits, Life Insurance, Bonds, and Mutual
Funds. This is a high-impact role blending relationship management with strategic
financial planning.
What You’ll Do:
Client Acquisition: Build and manage a high-quality book of clients.
Balanced Advisory: Pitch the "Core Four"—FDs for safety, Bonds for yield,
Mutual Funds for growth, and Insurance for protection.
Portfolio Health: Conduct periodic reviews to ensure client portfolios stay
aligned with their life goals.
Revenue Growth: Meet AUM and insurance premium targets through ethical,
transparent selling.
What We’re Looking For:
Minimum Qualification: Graduates / Post Graduates from a recognized
University
Experience: 3–8yrs years in Wealth Management, Banking, or Insurance Sales.
Credentials: NISM (VA) and IRDAI certifications are highly preferred.
Skills: Strong understanding of debt markets, tax-saving instruments, and equity
mutual funds.
Mindset: A "client-first" attitude with a hunger for business development.
Benefits
Competitive Pay: Attractive base + uncapped performance incentives.
Tech-Enabled: Use our advanced platform to manage clients with zero
paperwork.
Career Growth: Be an early member of a fast-scaling wealth-tech firm.
Click on Apply to know more.
