Marketing & Client Relations Executive

Location: Gurgaon

Experience: Fresh Graduates / 0–1 Year

Employment Type: Full-Time

Saksham Wealth is a leading wealth management and family office firm dedicated to helping individuals and families achieve their financial goals through comprehensive financial planning, investment advisory, estate planning, and wealth management solutions.

We are looking for dynamic, enthusiastic, and relationship-oriented professionals who are eager to build a rewarding career in financial services.

• Build and maintain relationships with corporates, professionals, institutions, and prospective clients.
• Identify and develop new business opportunities through networking, referrals, and on-ground marketing initiatives.
• Represent Saksham Wealth at corporate meetings, seminars, networking events, and investor awareness programs.
• Schedule meetings for the advisory team with prospective clients.
• Coordinate and execute marketing campaigns, events, and client engagement activities.
• Maintain regular follow-ups with leads and prospects to strengthen relationships.
• Assist in organizing financial awareness workshops and educational sessions.
• Work closely with the advisory teams to achieve business development objectives.
• Uphold the highest standards of professionalism and represent the company's values at all times.

• Bachelor's degree in any discipline (BBA, B.Com, BA, B.Sc. or equivalent).
• Fresh graduates or candidates with up to one year of experience are welcome to apply.
• Excellent verbal communication and interpersonal skills.
• Strong presentation and relationship-building abilities.
• Self-motivated, proactive, and result-oriented.
• Willingness to travel within Delhi NCR for meetings and events.
• Basic knowledge of Microsoft Office (Word, Excel, PowerPoint).
• A keen interest in financial services, wealth management, or business development will be an added advantage.

• Competitive salary (₹4.5–5 LPA +performance based incentives)
• Structured training and continuous learning
• Mentorship from experienced wealth management professionals
• Exposure to HNI and Ultra HNI client interactions
• Performance-based incentives and career progression
• A collaborative and growth-oriented work environment

• Client Relationship Management
• Business Development
• Corporate Marketing
• Lead Generation
• Networking
• Communication Skills
• Event Coordination
• Presentation Skills
• Customer Engagement
• Time Management
• Problem Solving

If you are passionate about building relationships, enjoy meeting new people, and aspire to build a successful career in wealth management, we would love to hear from you.

Send your resume to [[email protected]] or apply through LinkedIn.

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