About the Role:Angel One is seeking aSenior Wealth Managerto lead business development inequityandthird-party productssuch asmutual fundsandinsurance . This is a client-facing role focused on growing the business, managing high-net-worth clients, and providing tailored investment solutions. Key Responsibilities:Drive sales and business development forequity trading ,mutual funds , andinsuranceproducts. Build and manage relationships withHNIsand retail clients inPatna . Offer personalized financial solutions, ensuring alignment with clients’ financial goals. Achieve sales targets and contribute to revenue growth. Stay updated on market trends and product offerings to advise clients effectively. Requirements:5-8 years of experience inwealth management ,equity ,mutual funds , orinsurance sales . Strongsalesandrelationship managementskills. In-depth knowledge ofequity markets ,mutual funds , andinsuranceproducts. Relevant certifications (NISM, IRDA) preferred. Graduation inFinanceor related fields.
Job Title
Senior Wealth Manager - Equity, Mutual Funds