Job Description: Wealth Management Professional

Locations: Mumbai, Delhi, Kolkata, Bangalore, Hyderabad, Chennai, Pune
Experience: 8–12 Years
Qualification: Postgraduate / MBA from a reputed institute

About the Company

Role Overview

We are seeking an experienced and client-focused Wealth Management Professional to drive customer acquisition, portfolio advisory, and long-term relationship management across high-net-worth client segments. The ideal candidate will possess strong financial advisory expertise, proven client engagement capabilities, and strategic thinking to grow Assets Under Advice (AUA) while delivering best-in-class wealth solutions.

Key Responsibilities

Client Acquisition & Advisory

• Acquire and engage high-value clients with an investable surplus of ₹1 Cr to ₹5 Cr and above .

• Lead comprehensive financial planning and portfolio advisory services aligned with client objectives, risk profile, and market outlook.

• Execute and monitor wealth solutions including PMS, AIF, Mutual Funds, Fixed Income, and Alternate Investments .

Portfolio & Relationship Management

• Manage ongoing client interactions to resolve queries related to Private Wealth, PMS, AIF , and product suitability.

• Ensure timely delivery of client reports, investment reviews, and market insights.

• Maintain disciplined asset allocation based on research, compliance, and risk advisory guidelines.

Sales Strategy & Business Growth

• Develop and implement short-term and long-term growth strategies to meet business objectives.

• Build a diversified revenue mix with a strong focus on steady annuity flows via mutual funds and scalable returns across asset classes.

• Expand AUA and wallet share through proactive cross-selling and deep engagement.

Governance, Compliance & Reporting

• Ensure strict adherence to internal policies, regulatory guidelines, and industry-standard advisory practices.

• Establish and maintain high-quality processes to enable consistent and compliant service delivery.

• Prepare and manage MIS, performance dashboards, and competitive insights to support decision-making.

Market Intelligence & Continuous Learning

• Track market trends, competitive offerings, and emerging investment products.

• Continuously enhance product knowledge to deliver superior advisory experience and maintain competitive edge.

Skills & Competencies

Must Have Skills

• Exceptional communication and presentation skills

• Strong financial acumen and advisory capability

• Structured thinking and ability to simplify complex financial concepts for clients

Core Competencies

• Customer Centricity

• Business Awareness & Market Knowledge

• Strong Networking and Relationship Building

• Result Orientation with Ownership Mindset

• Collaborative and People-Connect Approach

• Integrity aligned with Company Values