Profyt, backed by Kissht, is building a technology-led investment and wealth platform to make investing simple, accessible, and seamless for our consumers.
Kissht is one of India’s leading listed fintech companies, founded in 2016 by IIT/IIM alumni Ranvir Singh and Krishnan Vishwanathan . With 74.6 million registered users and 12.25 million customers across India, Kissht has built a strong digital financial services ecosystem.
As part of its next phase of growth, Profyt is expanding into the Mutual Fund Distribution (MFD) and Wealth Management business, creating a digital-first platform that connects customers, MFDs, IFAs, and wealth partners with seamless investment solutions, research, and technology-enabled wealth management services.
Role Overview
We are looking for a Wealth Manager who will be responsible for managing and growing relationships with HNI and affluent customers , understanding their financial goals and investment requirements, and recommending suitable wealth and investment products.
The ideal candidate should have strong relationship management and client acquisition skills, a good understanding of Mutual Funds and investment products , and a proven track record of managing customers with ₹5 Cr+ AUM .
Key Responsibilities :-
- Manage and deepen relationships with HNI/UHNI and affluent customers .
- Build and maintain a strong portfolio of clients with a focus on AUM growth and client retention .
- Understand clients' financial objectives, risk appetite, investment horizon and portfolio requirements.
- Provide investment solutions across Mutual Funds, Equity, Bonds, PMS, AIFs and other wealth products , based on client suitability.
- Drive current client acquisition through referrals, networking,
prospecting and other channels.
- Identify opportunities to increase share of wallet and AUM from existing clients.
- Develop long-term relationships with clients and become their trusted investment partner.
- Conduct regular portfolio reviews and proactively identify opportunities for portfolio improvement.
- Track market trends, investment opportunities and relevant product developments.
- Work closely with internal product, investment and operations teams to ensure seamless client servicing.
- Maintain accurate records of client interactions, portfolios, leads and business performance.
- Achieve defined targets across AUM, revenue, client acquisition and product penetration .
Must Have Experience :-
- 3–8 years of experience in Wealth Management / Private Banking / Investment Advisory / Mutual Fund Distribution .
- Proven experience managing HNI/affluent clients with ₹5 Cr+ AUM .
- Strong understanding of Mutual Funds and investment products.
- Experience in client acquisition, relationship management and AUM mobilisation .
- Strong communication, presentation and negotiation skills.
- Ability to build long-term relationships with senior/high-value clients.
- Strong commercial orientation with a demonstrated track record of achieving business targets.
- Ability to independently manage a client portfolio and generate new business.
Why Join Profyt?
- Founding team, not inherited desk
- shape strategy and products from day one
- Backed by stability
- a listed, profitable parent gives you a strong platform to build on
- Ready-made distribution
- tap into a 74.6M+ existing customer base instead of cold-acquiring
- Real ownership
- early movers get outsized growth and impact as the vertical scales
📌 Wealth Manager (Mumbai)
🏢 Kissht
📍 Mumbai