About Aditya Birla Money Limited

Aditya Birla Money Limited (ABML), a listed subsidiary of Aditya Birla Capital Limited, is a diversified financial services company offering securities broking, investment advisory, portfolio management, and depository services.

As a SEBI-registered stockbroker and member of BSE, NSE, NSDL, and CDSL, ABML provides a comprehensive range of financial solutions, including equity and derivatives trading, portfolio management services (PMS), depository services, and e-insurance repository solutions. The company also offers commodity broking services through its wholly owned subsidiary, Aditya Birla Commodities Broking Limited.

With a strong technology platform and an established customer base, ABML leverages the wider Aditya Birla Capital ecosystem across wealth management, insurance, asset management, and lending to deliver integrated financial solutions to retail and corporate customers.

Role Overview

Position: Senior Wealth Manager

Location: Bengaluru, Karnataka

Employment Type: Full-time | On-site

We are looking for a dynamic, customer-centric, and results-oriented Senior Wealth Manager to drive wealth business growth by acquiring, managing, and developing relationships with affluent and high-net-worth individual (HNI) clients.

The ideal candidate will have a robust understanding of financial markets, investment products, and wealth management solutions, Insurance products, coupled with proven capabilities in relationship management, portfolio advisory, and revenue generation.

The role will focus on building a quality client portfolio, identifying investment opportunities, delivering tailored financial solutions, and driving cross-selling across the Aditya Birla Capital ecosystem, including life insurance, health insurance, and lending products.

Key Responsibilities

- Client Acquisition and Relationship Management

Acquire new affluent and HNI customers through referrals/agents, professional networks, existing relationships, and market outreach.

Build and nurture long-term client relationships to drive customer engagement, retention, and portfolio growth.





Conduct regular client meetings and portfolio reviews to understand evolving financial needs and investment objectives.

- Wealth Management and Investment Advisory

Understand clients’ financial goals, risk appetite, investment horizon, and liquidity requirements.

Recommend suitable investment solutions across equity, mutual funds, portfolio management services, and other approved investment products, in line with client suitability and applicable regulations.

Monitor portfolio performance and provide periodic reviews and rebalancing recommendations, where appropriate.

Maintain strong knowledge of capital markets, investment products, and prevailing market trends.

- Revenue Generation and Business Growth

Drive business growth through brokerage, investment products, Insurance and wealth management solutions.

Identify opportunities to increase client wallet share, assets under management (AUM), and overall customer engagement.

Develop and execute focused business plans to achieve assigned acquisition, revenue, and productivity targets.

- Cross-Selling Across the Aditya Birla Capital Ecosystem

Identify customer needs and offer relevant life insurance, health insurance, and lending solutions.

Leverage internal business teams and referral channels to generate qualified leads and expand customer relationships.

Drive integrated financial solutions while prioritising customer needs, suitability, and long-term value.

- Portfolio Monitoring and Customer Service

Ensure timely execution of client requirements in coordination with operations, research, product, and service teams.

Proactively address customer queries, service issues, and investment-related concerns.





Strengthen customer satisfaction, retention, and referral generation through consistent service excellence.

- Compliance and Governance

Adhere to SEBI regulations, internal policies, KYC requirements, and applicable investment-advisory and product-distribution guidelines.

Maintain accurate customer documentation and ensure transparent communication regarding product features, risks, and charges.

Uphold the highest standards of ethics, confidentiality, and customer-centricity.

Required Qualifications and Skills

Bachelor’s degree in Finance, Economics, Business Administration, Commerce, or a related discipline.

Relevant experience in Banking, wealth management, investment advisory, securities broking, financial services, or relationship management.

Strong understanding of capital markets, investment products, asset allocation, portfolio construction, and financial planning.

Working knowledge of life insurance, health insurance, and lending products.

Demonstrated ability to acquire customers, manage relationships, generate revenue, and achieve business targets.

Excellent communication, negotiation, presentation, and interpersonal skills.

Strong analytical ability, commercial awareness, and a customer-first mindset.

Knowledge of regulatory requirements and compliance practices in financial services.

What We Are Looking For A proactive professional with a strong business-development mindset and Banking background

Someone who can build a high-quality client portfolio and generate sustainable, recurring business.

A relationship builder who can identify customer needs and deliver integrated financial solutions.

A target-oriented individual who combines investment knowledge with strong sales execution.

A team player capable of collaborating across business functions to deliver a seamless customer experience.

Join ABML and build your career in wealth management by helping customers achieve their financial goals while contributing to the growth of an integrated financial services business.

📌 Senior Wealth Manager (Bengaluru)
🏢 ABC - Aditya Birla Money
📍 Bengaluru