Locations: Mumbai

Experience: 3–5 years

Industry: Wealth Management

Company: Stockify Fintech

Package: Fixed CTC: Rs. 5.0 Lakhs per annum + Yearly bonus (3-6 months salary)

About Stockify

Stockify is building India's most trusted marketplace for pre-IPO and unlisted shares, giving HNI and UHNI investors access to exclusive investment opportunities before companies go public. We cover a wide universe of high-growth unlisted companies across sectors and provide investors with pricing, research and seamless transaction support. Our offices are in Bengaluru, Mumbai, Gurugram and Dubai, and we are expanding our wealth management team aggressively to serve the growing demand from sophisticated investors.

About the Role

We are hiring experienced Wealth Managers for our Mumbai office. This is a senior client-facing role where you will manage a portfolio of HNI and UHNI investors, advise them on pre-IPO and unlisted share investment opportunities, and drive AUM and revenue growth for Stockify. The role combines relationship management, investment advisory and business development in equal measure.

This is the right role for a wealth professional who already understands how HNI clients think, has experience with alternative investments or capital markets products, and wants to work in one of the most exciting and high-growth segments of Indian finance. You will have the full backing of Stockify's research, operations and technology teams, but the relationships you build and the revenue you generate will be very much your own.

What You Will Do

- Build, manage and grow a dedicated book of HNI and UHNI clients who are interested in pre-IPO and unlisted share investments,



with a focus on deepening relationships and increasing AUM over time
- Advise clients on specific unlisted share opportunities available on the Stockify platform, clearly explaining pricing, liquidity considerations, transfer timelines, risk factors and potential upside in a way that is suitable to their financial profile
- Proactively source new HNI leads through your personal network, referrals from existing clients, community events, industry associations and targeted outreach to high-net-worth individuals across Mumbai & west India
- Conduct client meetings, portfolio reviews and investment update calls at regular intervals, keeping clients informed on the performance of their holdings and new opportunities that match their profile
- Cross-sell Stockify's broader investment offering to existing clients and introduce referrals to the B2B sales team where appropriate
- Work closely with the back office team to ensure smooth and timely execution of all client transactions, including documentation, share transfer and settlement
- Maintain detailed and up-to-date records of all client interactions, portfolios, upcoming transactions and follow-ups in the CRM on a daily basis
- Represent Stockify professionally at investor events,



wealth management conferences and community gatherings to build brand visibility and source new relationships

What We Are Looking For

- Three to six years of experience in wealth management, private banking, investment advisory or relationship management within a financial services organisation
- A strong and demonstrable existing network of HNI clients in Mumbai and west India who trust your investment recommendations and are open to alternative investments
- Prior experience advising clients on alternative investment products such as PMS, AIF, unlisted shares, pre-IPO investments, structured products or private equity is strongly preferred
- NISM certification in Mutual Funds Distribution or Investment Advisory is preferred; candidates without certification but with a strong track record will also be considered
- Excellent consultative selling skills, with the ability to explain complex investment ideas in a easy and compelling way without oversimplifying the risks involved
- High integrity, a client-first approach and the professional maturity to build lasting relationships based on trust rather than transactional interactions
- Self-motivated with the discipline to independently manage a pipeline, set your own outreach schedule and consistently deliver against revenue targets

Compensation and Benefits

- Fixed CTC: Rs. 5.0 Lakhs per annum + Yearly bonus
- Performance Incentives: Bonus of up to 3 to 6 months of monthly salary, paid based on individual and company performance
- Review Cycle: Performance review at 6 months with potential for salary revision, with earning potential that grows significantly with AUM and revenue performance

📌 Wealth Manager (Mumbai)
🏢 Stockify
📍 Mumbai