Wealth Management (Senior Manager / Chief Manager / AVP )

Location: Delhi (Bhikaji), Noida, Kolkata, Bangalore, Hyderabad, Chennai, Mumbai, Pune

About the Role: We are seeking an experienced and dynamic Wealth Management professional to manage and grow client relationships while achieving AUM and revenue targets. The ideal candidate will have a strong background in financial planning, investment advisory, and client portfolio management, with a proven track record of delivering exceptional client service and results.

Key Responsibilities:

• Develop and provide customized financial and investment solutions based on client requirements and financial goals.

• Conduct regular follow-ups with leads and existing clients, sharing relevant market insights, broadcasts, and research updates.

• Drive client acquisition through networking, references, and relationship building, increasing overall AUM.

• Initiate periodic portfolio reviews and ensure timely rebalancing based on client objectives and market conditions.

• Upsell and cross-sell financial products across mutual funds, insurance, PMS, AIFs, FDs, and other wealth instruments.

• Share timely updates on primary and secondary market trends, new schemes, and research insights.

• Collaborate with the marketing and product teams to conduct client engagement and promotional activities.

Eligibility:

• Minimum AUM: ₹20 Cr (current book) Desired Candidate Profile:

• 7–12 years of experience in Wealth Management, Financial Planning, or Investment Advisory.

• Proven track record of managing and growing client AUM (minimum ₹30 Cr preferred).

• Exposure across all major wealth instruments – Mutual Funds, PMS, AIF, Insurance, FDs, etc.

• Relevant certifications (e.g., NISM, CFP, AMFI, etc.) preferred.

• Strong client network and ability to independently manage high-net-worth clients.

Must-Have Skills:

• Exceptional interpersonal, communication, and relationship-building abilities.

• Strong analytical and numerical skills with the ability to assess client needs and recommend suitable investment products.

• Confidence and poise in client interactions and presentations.

• High emotional stability, integrity, and resilience under pressure while achieving business goals.

• Ability to identify opportunities for increased profitability and business growth.

• Adherence to all compliance, documentation, and process requirements.