Wealth Manager

🚨 WE’RE HIRING | WEALTH MANAGER Dellorz is looking for a driven and client-focused Wealth Manager to join our growing team in Mumbai. 📍 Location: Andheri East, Mumbai 💼 Employment: Full-Time | On-Site 🕐 Experience: 1-3 Years 🚫 Freshers: Not eligible - minimum 1 year of relevant experience required 💼 Role & Responsibilities * Acquire new clients and build long-term relationships * Understand clients’ financial requirements, investment objectives, and life goals * Assess their financial situation and provide ethical, suitable and goal-oriented investment advice * Recommend appropriate financial products and investment solutions based on client requirements * Manage and service existing clients effectively * Build your own client portfolio and continuously expand your client base * Lead support will be provided by the company, but the candidate is expected to independently source and develop clients as well * Maintain strong relationships with clients and identify opportunities to meet their evolving financial needs 🎓 Preferred Qualifications * Graduate / Postgraduate * 1-3 years of experience in Wealth Management, Financial Advisory, Investment Advisory, Broking, Banking, or a related field * NISM certifications preferred: * NISM Series V-A * NISM Series XXI-A * NISM Series X-A * NISM Series X-B * Certifications are preferred but not mandatory * Strong communication, relationship management and client acquisition skills * Good understanding of financial markets and investment products 🎯 Who We’re Looking For Someone who is client-focused, commercially driven and comfortable taking ownership of client acquisition, while also being capable of providing thoughtful, ethical and goal-based financial solutions. This is not a passive relationship-management role. You will be expected to build and manage your own client book, with lead support from Dellorz. 📩 Interested? DM me directly on LinkedIn or send your updated resume to: 📧 ajay.jadhav@dellorz.com Know someone who could be a great fit? Tag them or share this post. #Hiring #WealthManager #WealthManagement #MumbaiJobs #HiringNow #Dellorz