Wealth Manager / Financial Advisor
Sampada Financial Services
Posted today
Sampada Financial Services is hiring a Wealth Manager to advise high-net-worth clients on investments, insurance and financial planning. You will build and manage client portfolios across mutual funds, equities, bonds and insurance, and grow your book through referrals and relationship depth. Strong earning potential through fixed pay plus uncapped incentives.
At a glance
- Role
- Wealth Manager / Financial Advisor
- Company
- Sampada Financial Services
- Location
- New Delhi, Delhi
- Type
- Full-time
- Experience
- 3-6 years
- Salary
- ₹6,00,000 – ₹12,00,000 / year
- Openings
- 3
- Apply by
- August 25, 2026
Responsibilities
- Advise HNI and affluent clients on financial planning and portfolios
- Recommend mutual funds, insurance, bonds and structured products
- Grow assets under management and acquire new clients
- Conduct periodic portfolio reviews and rebalancing
- Stay compliant with SEBI/IRDAI advisory norms
Requirements
- 3–6 years in wealth management, mutual-fund or insurance sales
- NISM / IRDAI certifications (or willingness to obtain)
- Existing client relationships an advantage
- Excellent communication and advisory skills
- Graduate; finance qualification preferred
Benefits
- Fixed salary plus uncapped incentives
- Health and accident insurance
- Certification support (NISM/CFP)
- Clear path to Senior Wealth Manager
Skills
- Wealth Management
- Mutual Funds
- Financial Planning
- Portfolio Management
- Insurance
- HNI Sales
- NISM
- Education
- Bachelor's degree
- Job function
- Wealth Management
Frequently asked questions
What is the salary for the Wealth Manager / Financial Advisor role?
The Wealth Manager / Financial Advisor role at Sampada Financial Services pays ₹6,00,000 – ₹12,00,000 / year.
Where is the Wealth Manager / Financial Advisor job located?
This role is based in New Delhi, Delhi.
How much experience is required?
This role suits candidates with 3-6 years experience.
What are the education requirements?
The minimum education for this role is Bachelor's degree.
How do I apply for the Wealth Manager / Financial Advisor role?
Use the “Apply Now” button on this page to submit your application directly.
What is the last date to apply?
Applications close on August 25, 2026.