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Sr. Rm (delhi) Wealth- Hni Clients , Equity, Broking & Insurance @ Mint Capital Angel One

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Mint Capital Angel One  Sr. Rm (delhi) Wealth- Hni Clients , Equity, Broking & Insurance

Job Description

Location: Delhi

Experience: 3-4 Years

Industry: Stock Broking / Financial Services

Work Mode: Hybrid (Office + Client Meetings | Live Market Exposure)


Why This Role?


Step into a high-ownership, high-reward role where your market expertise, client portfolio, and leadership skills directly translate into premium earnings and accelerated career growth. Ideal for professionals managing HNI clients and ready to take on team leadership + revenue ownership.


Key Responsibilities:

  • Manage and grow HNI/UHNI client portfolios in line with SEBI guidelines
  • Drive high-value Demat acquisition, funding & broking revenue
  • Lead client strategy, portfolio reviews, and investment discussions
  • Provide market insights across Equity, Mutual Funds, F&O, Options
  • Own revenue targets, client retention, and AUM growth
  • Lead, mentor, and manage a team to achieve performance goals
  • Bring out-of-the-box ideas for client acquisition & revenue expansion
  • Present complex financial concepts in a clear, client-friendly manner
  • Cross-sell insurance (ULIPs, Term, Health) & wealth products
  • Track market movements and take data-driven decisions

Candidate Profile:

  • 3 -4 years experience in Equity / Broking / Wealth / Financial Services
  • Proven track record of managing HNI client portfolios
  • Experience in team handling / leadership roles
  • Strong analytical & decision-making skills
  • Expertise in Demat, Trading, F&O, Options, Mutual Funds
  • NISM Certification preferred
  • Understanding of local market & strong client network
  • Recognized as a top performer / award-winning contributor (preferred)
  • Strong communication, negotiation & strategic thinking ability.

What You Get:

  • High Fixed + Uncapped Incentives.
  • Opportunity to manage premium HNI portfolios
  • Fast-track growth into Leadership / Wealth Head roles
  • Performance-driven, high-impact work environment

Apply Now | Immediate Joiners Preferred

Call/WhatsApp: 8871955*** / 8602224***

Email: **@mi*************a.com

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Investment Advisor
Employement Type: Full time

Contact Details:

Company: Mint Capital Angel One
Location(s): Delhi, NCR

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Keyskills:   Portfolio Management HNI Acquisition Wealth Management Team Handling Mutual Funds Broking Investment Strategies Financial Advisory Leadership Skills Stock Broking Strategic Thinking Investment Advisory Equity Sales

 Fraud Alert to job seekers!

₹ 2.25-2.5 Lacs P.A

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Mint Capital Angel One

Focused on creating a mark in the investment industry by aligning the company's goals and vision towards providing financial solutions with unmatched dedication and expertise.