Wealth Management Manager

Key Responsibilities:

• Client Acquisition & Portfolio Management: Acquire high-net-worth clients (HNIs) and manage their investment portfolios across multiple asset classes, including debt, equity, and structured products. • Investment Advisory: Provide strategic financial advice in line with the client's financial goals, risk appetite, and market outlook. • Product Knowledge & Cross-Selling: Deep understanding of investment products such as bonds, PMS, AIFs, mutual funds, insurance, and alternative investments. • Relationship Management: Build long-term relationships by providing consistent support, conducting portfolio reviews, and maintaining high service standards. • Compliance & Documentation: Ensure all client documentation, investment processes, and transactions comply with SEBI and internal regulatory guidelines. • Business Development: Achieve revenue targets through effective upselling/cross-selling and expanding the client base.

Candidate Profile: • Graduate/Postgraduate in Finance, Business, or a related field • NISM certifications (Series V-A or relevant) preferred • Strong interpersonal and communication skills • Existing client base/AUM of 1 Cr+ preferred • Proven ability to work independently and as part of a team • Strong analytical and financial planning skills

What We Offer: • Access to best-in-class products and research • High-performance culture with attractive incentive structure • Regular training & development • Opportunity to grow into senior wealth advisory roles.