Senior Wealth Manager

Job Title: Manager / Senior Manager - Wealth Sales (AUM) 📈

Location: Delhi NCR, Bangalore, Hyderabad, Kolkata, Mumbai, Chennai

Employment Type: Full-time | On-site

This position is only for sales professionals who deal in AUM, PMS, and mutual fund sales. It is an individual B2C role.

Are you a top-performing Wealth Manager with a proven pedigree in managing significant HNI portfolios? We are a premier financial services firm looking for a dynamic leader to drive our high-net-worth vertical.

About the Role:

In this pivotal role, you will be responsible for managing and growing an existing substantial client portfolio (AUM of ₹20 Crore to 80 Crore). You will leverage our robust platform and extensive resources to deliver bespoke, holistic financial solutions to our discerning clientele.

Key Responsibilities:

• Build & Nurture Relationships

  : Act as the trusted financial advisor to high-net-worth individuals, fostering long-term, strategic partnerships.
• Holistic Financial Planning: Conduct in-depth analyses of clients' financial health to design and implement comprehensive wealth management strategies encompassing investments, retirement, tax, and estate planning.

• Portfolio Mastery

  : Construct, manage, and optimize sophisticated investment portfolios across equities, debt, mutual funds, and alternative investments.
• Strategic Advisory: Provide expert advice on asset allocation, market trends, and investment products to align with clients' goals and risk profiles.
• Business Development: Proactively identify and capitalize on new opportunities to acquire HNI clients and expand Assets Under Management (AUM).
• Performance & Compliance: Ensure rigorous performance monitoring of portfolios and strict adherence to all regulatory and compliance guidelines.

Who We Are Looking For:

• A proven track record of success in a Mutual Fund sales, Securities, or Private Wealth firm.
• Demonstrable experience in managing a large HNI client book with AUM in the range of ₹20 Cr - ₹ 80 Cr.
• A strong hunter mindset with a proven ability to acquire, retain, and grow HNI relationships and AUM.
• Deep expertise in Mutual fund sales,Wealth Management products ,investment products, and wealth management principles.
• Exceptional communication and interpersonal skills, with the ability to simplify complex concepts.
• Unquestionable integrity and a commitment to the highest ethical standards.
• Results-oriented, highly motivated, and driven to exceed targets.