Digital Client Counsellor
Wealth Sales – HNI •Bengaluru • Full-time• 0–2 years experience •Ionic Wealth
About Ionic Wealth
Ionic Wealth is the wealth management business of Angel One, one of India's largest listed retail broking platforms. That parentage gives us capital, distribution reach and regulatory maturity from day one. What we do with it is entirely our own build.
Our clients are money-rich and time-poor. They have built reliable wealth through a business, a career or a liquidity event, and have little bandwidth to look after it properly. What they lack is not access to products — it is someone who will do the thinking and be reachable when it matters. Closing that gap is the business: research-led portfolios, open architecture across asset classes, and a service standard that holds up.
Scale. ₹13,400 Cr+ in assets as of June 2026, having crossed the $1 billion mark within 22 months of launch. 2,400+ HNI clients, 260+ people, presence across 10+ cities.
Clients. HNI and UHNI individuals and families, typically with portfolios of ₹50 lakh and above.
Solutions. PMS,



AIF and SIF strategies, bonds, unlisted equity and mutual funds — alongside RSU planning and family office services for clients who need them.
Technology. Ionic Wealth AI gives a client a clear read on their entire portfolio — allocation gaps, concentration, cost and tax drag — and gives you the same view in minutes rather than days. Built for both sides of the table.
The role, in one line
We find the clients. You have the conversations that convert them.
This is a digital-first client role. Ionic sources and filters the pipeline centrally — you receive prospects who already have ₹50 lakh+ portfolios or who have actively approached us to invest. The filtering is deliberate: we would rather you spend your week on fifteen serious portfolio conversations than on two hundred dials.
Which means the job is not persuasion by persistence. When someone has already agreed to show you their portfolio, what cl

📌 Digital Client Counsellor (Bengaluru)
🏢 Ionic Wealth
📍 Bengaluru