Wealth Manager

Job Description

Wealth ManagerPosition TitleWealth ManagerLocation: Mumbai, Pune, Delhi, Chennai, Bangalore, Hyderabad, Kolkata, Guwahati, Ahmedabad, Surat, Rajasthan, etc.Employment TypeFull-TimeReports ToBranch Manager / Regional Sales Manager / Head Wealth ManagementJob SummaryWe are seeking a dynamic and client-focused Wealth Manager to build, manage, and grow relationships with high-net-worth (HNI) and affluent clients. The ideal candidate will provide customized financial and investment solutions, helping clients achieve their long-term financial goals while driving business growth through acquisition and portfolio expansion.Key Responsibilities
• Acquire and onboard new HNI and affluent clients through referrals, networking, and business development activities.
• Build and maintain strong, long-term client relationships by understanding their financial goals and risk appetite.
• Provide comprehensive wealth management solutions, including:
  • Mutual Funds
  • Portfolio Management Services (PMS)
  • Alternative Investment Funds (AIF)
  • Fixed Income Products
  • Bonds
  • Insurance
  • Structured Products
  • Equity and Advisory Services
• Conduct regular portfolio reviews and recommend suitable investment strategies.
• Ensure high levels of customer satisfaction through proactive engagement and timely service.
• Achieve assigned revenue, AUM (Assets Under Management), and cross-selling targets.
• Stay updated on market trends, economic developments, and investment opportunities.
• Ensure compliance with regulatory guidelines, internal policies, and risk management standards.
• Collaborate with product specialists and internal teams to deliver comprehensive financial solutions.
Required Qualifications
• Bachelors degree in Finance, Commerce, Business Administration, Economics, or a related field.
• MBA, CFP, CFA, NISM certifications, or equivalent qualifications are preferred.
• 38 years of experience in Wealth Management, Private Banking, Investment Advisory, or Relationship Management.
Required Skills
• Strong understanding of investment products and financial markets.
• Excellent relationship management and consultative selling skills.
• Strong analytical and financial planning capabilities.
• Effective communication and presentation skills.
• Proven ability to acquire and manage HNI/UHNI clients.
• Target-oriented with strong business development skills.
• Proficiency in CRM systems and Microsoft Office Suite.
Key Performance Indicators (KPIs)
• Assets Under Management (AUM) growth
• Revenue generation
• New client acquisition
• Client retention rate
• Cross-selling ratio
• Customer satisfaction and service quality
Preferred Candidate Profile
• Established network of HNI/UHNI clients.
• Strong understanding of financial planning and investment advisory.
• Ability to work independently while collaborating effectively with internal teams.
• High ethical standards and a customer-first approach.
Compensation
• Competitive fixed salary
• Performance-based incentives
• Annual bonus
• Health insurance and employee benefits
• Career progression opportunities

Keyskills :
wealth management servicesportfolio managementinvestment managementwealth managementalternative investmentswealthpmsmanager