ob Description Wealth Manager (Financial Products)

Job Title: Wealth Manager
Department: Wealth Management / Private Client Group (PCG)
Location: Pan India / As per Business Requirement
Employment Type: Full-Time
Industry: Stock Broking / Financial Services

About the Role

We are seeking a agile and client-focused Wealth Manager to provide comprehensive financial solutions to High Net Worth Individuals (HNIs), Ultra HNIs, and retail clients. The ideal candidate should possess strong relationship management skills and a sound understanding of investment products, enabling clients to achieve their financial goals through personalized wealth management strategies.

Key Responsibilities

- Acquire and manage High Net Worth (HNI), Ultra HNI, and affluent clients.
- Develop long-term relationships by understanding clients' financial goals and risk profiles.
- Advise clients on a wide range of financial products, including:
- Equity & Derivatives
- Mutual Funds
- PMS (Portfolio Management Services)
- AIF (Alternative Investment Funds)
- Bonds & Debentures
- IPOs
- Fixed Income Products
- Insurance (Life & General)
- NPS
- Structured Products

- Generate revenue through cross-selling and up-selling financial products.
- Monitor client portfolios and recommend investment changes based on market conditions.
- Conduct regular portfolio reviews and financial planning discussions.
- Stay updated with market trends, economic developments, and regulatory changes.
- Ensure compliance with SEBI, NSE, BSE, AMFI, IRDAI, and company policies.
- Coordinate with research, operations, and product teams to deliver superior client service.
- Achieve assigned AUM, revenue, and business acquisition targets.




- Maintain accurate client records and ensure timely documentation.

Required Qualifications

- Graduate in Commerce, Finance, Business Administration, or a related field.
- MBA (Finance) or relevant postgraduate qualification preferred.
- NISM certifications will be an added advantage.

Experience

- 2–8 years of experience in Wealth Management, Financial Advisory, Banking, NBFC, Mutual Funds, Insurance, or Stock Broking.
- Experience in handling HNI/UHNI clients is preferred.

Required Skills

- Excellent relationship management and communication skills.
- Strong understanding of financial markets and investment products.
- Knowledge of equity, mutual funds, insurance, fixed income, PMS, AIF, and wealth products.
- Financial planning and portfolio advisory skills.
- Sales and business development capabilities.
- Strong negotiation and presentation skills.
- Ability to build trust and maintain long-term client relationships.
- Proficiency in MS Excel, CRM systems, and digital investment platforms.

Key Performance Indicators (KPIs)

- Assets Under Management (AUM) growth.
- Revenue generation.
- Client acquisition and retention.
- Cross-selling ratio.
- Client satisfaction and portfolio growth.
- Achievement of monthly, quarterly, and annual business targets.

Preferred Candidate Profile

- Self-motivated and target-oriented professional.
- Strong networking and relationship-building abilities.
- Customer-centric approach with high ethical standards.
- Ability to work in a quick-paced and performance-driven environment.

Compensation

- Competitive salary with attractive performance incentives.
- Career growth opportunities.
- Medical and other company benefits as per policy.

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