Experience: 3+ years of working experience in the financial services space.

Compensation: ₹10-15 LPA to + performance incentives

(exact numbers depend on experience)

In Addition, You Will Receive

- Annual AI tools budget

Location: Remote

About The Role

You will own the entire client journey from first conversation to long-term relationship.

This is not a backend servicing role.

You will speak to real investors, understand their goals, build trust, help them take action, and stay with them as their wealth grows.

I'm looking for a high-integrity and high-intelligence person for this position.

What You’ll Be Responsible For Client Acquisition & Conversion

- Handle inbound and outbound calls with qualified leads
- Run structured discovery conversations
- Do goal-based, suitability-led recommendations
- Drive closures in an ethical, no-pressure manner

Onboarding & Portfolio Execution
- Risk profiling and asset allocation conversations (straightforward language)
- Assist with SIP, lumpsum, STP, SWP implementation
- Coordinate documentation and transactions end-to-end

Relationship Management
- Conduct periodic review calls
- Track portfolio progress vs goals
- Proactively follow up and deepen client engagement

Operations & Systems




- Maintain clean CRM notes and pipeline hygiene
- Ensure timely follow-ups and zero lead leakage
- Resolve client queries with ownership

Founder’s Office Collaboration
- Improve pitch flows and client communication
- Contribute to conversion and retention playbooks
- Help build a world-class client experience

Who This Role Is For
- 3 to 4 years in mutual fund / wealth sales / client servicing
- Proven experience of advising portfolios over ₹50 lakhs
- Strong on calls. Clear thinking. High ownership.
- Understands mutual funds and basic asset allocation
- Comfortable with CRM, Excel, WhatsApp, and email workflows
- AMFI / NISM VA certified
- Bouns points for managing & building a team

Success in This Role Looks Like
- High lead → client conversion rate
- Consistent net SIP book and net inflows added monthly
- Review calls completed on time
- Fast client response time
- High client retention and satisfaction

What You Get
- Direct exposure to the founder and business building
- A high-trust, high-ownership remote culture
- Real learning in goal-based investing and client psychology
- Performance-linked upside (this is a growth role, not a fixed-salary ceiling role)

📌 Senior Wealth Manager (Remote) (India)
🏢 Udayan on Money
📍 India