About the Role: Angel One is seeking a Senior Wealth Manager to lead business development in equity and third-party products such as mutual funds and insurance . 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 for equity trading , mutual funds , and insurance products. Build and manage relationships with HNIs and retail clients in Patna . 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 in wealth management , equity , mutual funds , or insurance sales . Strong sales and relationship management skills. In-depth knowledge of equity markets , mutual funds , and insurance products. Relevant certifications (NISM, IRDA) preferred. Graduation in Finance or related fields.
Job Title
Senior Wealth Manager - Equity, Mutual Funds