Investment Manager

We seek a highly driven and experienced Wealth Manager / Investment Manager to lead our Private Wealth division. This role involves handling a team, driving client acquisition, delivering advisory solutions, and ensuring consistent business growth.

Key Responsibilities

Team Leadership & Performance Management

• Lead, mentor, and manage a team of wealth executives or relationship managers.
• Train the team in product knowledge, client acquisition, and advisory skills.
• Set and monitor team targets for AUM growth and onboarding.
• Foster a collaborative, high-performance culture.

Client Acquisition & Relationship Management

• Personally identify and onboard HNI and UHNI clients.
• Leverage networking and referrals to expand client base.
• Maintain long-term, trust-based relationships with clients.

Investment Advisory & Portfolio Strategy

• Develop customized investment strategies aligned with client goals.
• Recommend Mutual Funds, PMS, AIF, Bonds, Insurance, and Loans.
• Conduct periodic portfolio reviews and optimize strategies.

Business Development & Revenue Expansion

• Achieve individual and team targets for revenue and AUM.
• Drive cross-selling across wealth management products.
• Stay updated on market trends and new investment opportunities.

Operational Excellence & Compliance

• Collaborate with tax, legal, and audit teams for integrated solutions.
• Ensure compliance with regulatory norms and company policies.
• Maintain MIS reports on client interactions and portfolio updates.

Qualifications

• Bachelor’s degree (BBA or equivalent degree in Business, Commerce, or Finance
• Master’s degree (MBA or equivalent degree Finance / Marketing / Banking & Finance)
• Certifications such as NISM, CFP, CFA are an added advantage

Experience

• 5–10 years in Wealth Management, Private Banking, or Investment Advisory
• Experience handling HNI/UHNI clients
• Proven experience in team leadership and business development

Skills & Competencies

• Exceptional leadership and team management skills
• Strong communication and interpersonal abilities
• Analytical mindset and attention to detail
• Target-driven, self-motivated approach
• Strong negotiation and presentation capabilities

Job Type: Full-time

Pay: ₹800,000.00 - ₹1,400,000.00 per year

Benefits:

• Cell phone reimbursement
• Leave encashment

Work Location: In person