Wealth Manager/Entreprenuer

Company Description

Dalmia Wealth Pvt Ltd is one of India's largest boutique Wealth Management Companies dedicated to delivering exceptional financial advisory services. With a strong client-first philosophy, the company has built lasting relationships and gained the trust and loyalty of its clients. Known for providing prompt responses to queries and top-notch services tailored to meet the unique financial needs of each client. Dalmia Wealth strives to meet the unique financial needs of its clientele, helping them achieve their investment goals.

Role Description

DWPL is expanding itswealth distribution businessand looking for drivenRelationship Managersto onboard HNI, NRI, and corporate clients acrossMutual Funds, PMS, AIFs, Bonds & Structured Products.

If you have:

Minimum 35 years experience in Wealth / MF / PMS / AIF sales.

An activeclient network or AUM book.

Strong communication & advisory skills

Then this role is built for you!

We offer:

Competitive fixed + attractive revenue-based incentives.

Access to top AMCs, PMS & AIFs.

CRM, back-office & marketing support.

Apply now:

Or DM us your profile