Company Description BiggPocket Fintech Pvt. Ltd. is a unified financial growth partner focused on helping clients achieve both lending and wealth goals through tailored solutions. The firm operates as a registered financial intermediary (ARN:325081 | APRN:APRN05683), demonstrating its commitment to compliance and professional standards.

BiggPocket combines technology-driven tools with personalized advisory services to support long-term financial growth. Team members collaborate to deliver comprehensive wealth and credit strategies that address diverse client needs. More information about the company and its offerings is available at www.biggpocket.com.

Role Description The Wealth Manager role at BiggPocket is a full-time, on-site position based in Gurugram. In this role, the professional will meet with clients to understand their financial goals, risk appetite, and time horizons, and design tailored financial plans and wealth strategies. Day-to-day responsibilities include managing investment portfolios, monitoring market developments, recommending suitable products, and reviewing performance against client objectives.

The Wealth

Manager will also advise on insurance needs, coordinate lending and credit solutions where relevant, and ensure all recommendations align with regulatory and company guidelines.



The role involves building long-term client relationships, preparing clear reports and proposals, and collaborating with internal teams to deliver a seamless client experience.

Qualifications

- Solid expertise in Financial Planning and Finance to design comprehensive, goal-based strategies for clients.
- Practical experience in Investment Management and Investments, including asset allocation, portfolio review, and product selection.
- Knowledge of Insurance products and their role in risk management and protection planning for individuals and families.
- Relevant academic background such as a degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Proven client-facing skills, including the ability to explain financial concepts clearly, build trust, and maintain long-term relationships.
- Analytical mindset with proficiency in using financial planning tools, spreadsheets, and CRM or advisory platforms.
- High ethical standards, attention to detail, and adherence to regulatory and compliance requirements.
- Ability to work on-site in Gurugram and collaborate effectively within a multidisciplinary team environment.

📌 Wealth Manager (Gurugram)
🏢 BiggPocket
📍 Gurugram