Wealth Manager

Experience

2–5 Years (Relevant experience in wealth management, stock broking, or financial services)

Qualification

Bachelor's Degree in Finance, Commerce, Business Administration, or a Related Field.

MBA (Finance) will be preferred.

NISM Certifications (Series VIII – Equity Derivatives, Series XA & XB – Investment Adviser Level 1 & 2, or other relevant certifications) are an added advantage.

Job Summary

We are seeking a dynamic and client-focused wealth manager to manage high-net-worth and retail client portfolios. The ideal candidate will be responsible for understanding clients' financial goals, recommending suitable investment products, growing assets under management (AUM), and building long-term relationships while ensuring regulatory compliance.

Key Responsibilities

Acquire new clients and develop long-term relationships.

Understand clients' financial objectives, risk profile, and investment needs.

Provide investment advice on equity, mutual funds, bonds, PMS, AIF, insurance, fixed income, and other financial products.

Prepare and present personalized financial plans and investment strategies.

Increase Assets Under Management (AUM) and generate revenue through cross-selling and upselling financial products.

Monitor client portfolios and provide regular performance reviews.

Stay updated on market trends, economic developments, and investment opportunities.

Ensure compliance with SEBI, NSE, BSE, and company regulations.

Coordinate with research, dealing, operations, and compliance teams for seamless client service.

Achieve monthly and annual sales and revenue targets.

Maintain accurate client records in CRM systems.

Required Skills

Strong knowledge of financial markets and investment products.

Excellent client relationship and communication skills.

Ability to understand client needs and recommend suitable financial solutions.

Strong sales, negotiation, and presentation skills.

Good analytical and problem-solving abilities.

Proficiency in MS Excel, CRM software, and financial planning tools.

Ability to work under target-oriented environments.

Preferred Knowledge

Equity & Derivatives

Mutual Funds,

PMS & AIF

Fixed Income Products

Insurance

Financial Planning

Portfolio Management

Tax Saving Investments

Retirement Planning

Key Performance Indicators (KPIs)

New client acquisition

Assets Under Management (AUM) growth

Revenue generation

Cross-selling ratio

Client retention rate

Portfolio performance review completion

Customer satisfaction

Salary

As per industry standards + Attractive Incentives + Performance Bonus.

Pay

₹400,000.00 - ₹600,000.00 per year

Benefits

Provident Fund

Work Location

In person