Job Title

About the Role We are looking for a highly motivated Wealth Manager/ Financial Planner who can independently build their own clientele. This role is ideal for professionals with strong networking skills, proven sales acumen, and a passion for guiding clients toward financial success. ______________ Key Responsibilities - Generate leads through networking, referrals, cold calling, and digital outreach. - Acquire and manage your own book of clients, ensuring long term relationships. - Drive business development initiatives to expand market presence and grow assets under management. - Meet and exceed monthly/quarterly sales and revenue targets. - Deliver personalized financial advice and portfolio solutions. - Ensure compliance with regulatory standards and company policies. ______________ Qualifications - Bachelor’s degree in Finance, Business, or related field. - Must have cleared NISM Series V-A : Mutual Fund Distributors Certification Exam and NISM-Series-XXI-A: Portfolio Management Services (PMS) distribution certification exams. - Should be in distribution of financial products like distribution like Mutual funds, PMS, AIF, Bonds, FD etc to Clients, Retailers, HNI, Super HNI and Institutes. - Must have worked with Independent Financial Distributor/Advisor - IFA, Boutique wealth management, Financial Planning firm or Bank Assurance. - Proven track record in Goal based planning, Wealth management, Investment advisory, or financial sales. - Strong communication, negotiation, and interpersonal skills. - Entrepreneurial mindset with the ability to work independently. - Proficiency in CRM tools and MS Office. ______________ What We Offer - Competitive compensation with performance-based incentives. - Freedom to build and manage your own clientele. - Supportive environment with access to financial products and resources. - - Opportunities for professional growth and career advancement.