Wealth Manager

Amplio Invest · India, India, India

Location
India
Job Type
Full-time
Posted
July 01, 2026

Job Description

About the job Role Overview: Wealth Manager - Fixed Income The role is focused on acquiring new clients, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. The ideal candidate has 3+ years in financial sales/wealth/investments with a strong local client network and end-to-end sales capability from prospecting to closure. Key responsibilities ● New client acquisition: Identify, reach out to, and convert prospective clients through calls, meetings, referrals, and networking in and around Delhi / Gurgaon / North India. ● Sales closure: Own the end-to-end sales cycle—understand needs, present solutions, handle objections, negotiate, and close. ● Onboarding support: Coordinate documentation and onboarding steps with internal teams to ensure a seamless

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