CHOICE WEALTH PRIVATE LIMITED

Wealth Manager

Full-Time • All Over Gujarat • Wealth Management Division

ABOUT THE ROLE

Choice Wealth Private Limited is looking for a Passionate and client-focused Wealth Manager to join our growing team in Gujarat. In this role, you will be the primary advisor for a curated client base, responsible for building Assets Under Management (AUM) through three focused channels — branch leads from our sister company Choice Equity Broking, a self-built network of Partners and Treasury Bussiness B2B Channel.

This is a high-ownership, front-facing role for someone who thrives on relationship-building, enjoys consultative selling, and wants to grow within one of India’s leading financial services groups.

ROLE AT A GLANCE

Company: Choice Wealth Private Limited

Location: Gujarat

Employment Type: Full-Time

Experience: 1–5 years in Wealth Management / Financial Advisory / Investment Sales

Reporting To: Branch Manager / Regional Wealth Head

Joining: Immediate joiners preferred

WHAT YOU’LL DO

1. Grow AUM through Branch Leads

- Engage and convert warm leads provided by the Choice Equity Broking branch network into active wealth clients.
- Conduct thorough financial profiling and needs assessments for each prospect.
- Recommend suitable investment solutions — Mutual Funds, PMS, AIF, Bonds, Fixed Deposits, and Insurance — aligned to client goals.
- Build long-term client relationships through regular portfolio reviews and proactive communication.

2. Onboard Partners & Build AUM

- Identify, approach, and onboard professionals as referral partners.
- Nurture ongoing relationships to generate a steady pipeline of HNI and affluent client referrals.
- Conduct product awareness sessions and co-engage on client meetings with partners.
- Track and grow AUM generated through the Partner channel with regular performance reporting.

3. Institutional Treasury Business





- Approach Companies using provided leads for treasury and corpus fund management mandates.
- Understand each institution’s surplus fund requirements, investment horizon, and compliance obligations.
- Offer tailored solutions in Debt Insturments.
- Engage with trustees, finance heads, and governing committees to pitch and close institutional mandates.
- Ensure complete documentation and seamless onboarding for all institutional clients.

WHAT WE’RE LOOKING FOR

Qualifications

- Graduate in Commerce, Finance, or Economics. MBA / CFP / CWM/CFA strongly preferred.
- NISM Series V-A (Mutual Fund Distributors) certification is mandatory. ARN registration preferred.
- NISM Series X-A (Investment Adviser) is an added advantage.

Experience

- 1–5 years in Wealth Management, Investment Advisory, or Financial Product Sales.
- Prior experience with Partner networks, HNI clients, or institutional / B2B treasury sales is a solid advantage.

Skills

- Deep product knowledge across Mutual Funds, PMS, AIF, Bonds, Fixed Income, and Insurance Preffered.
- Strong consultative selling and relationship management skills.
- Strong Communication Skills
- Self-motivated, target-driven, and highly accountable.
- Familiarity with SEBI and AMFI compliance requirements.
- Proficiency in CRM tools and MS Excel.

WHAT WE OFFER

- Competitive fixed CTC with performance-linked incentives and AUM-based payouts.
- Ready lead support — branch leads from Choice Equity Broking and institutional leads provided by the company.
- Access to a wide product basket across top AMCs, insurance companies, and fixed-income instruments.
- Structured training, certification support, and a clear career progression path.
- Opportunity to work with one of India’s leading and fastest-growing financial services groups.

How to Apply

Send your resume to [email protected] with the subject line “Wealth Manager — Gujarat”.

Choice Wealth Private Limited is an equal opportunity employer. We celebrate diversity and welcome applications from candidates of all backgrounds.

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