Company Description BiggPocket Fintech Pvt. Ltd. is a unified financial growth partner that offers tailored solutions for both lending and wealth goals. The company focuses on helping clients build and manage their financial portfolios through personalized strategies and technology-driven services.

With registered ARN:325081 and APRN:APRN05683, BiggPocket operates within a regulated framework to support responsible financial planning and investment. Candidates joining BiggPocket will be part of a fintech organization that emphasizes innovation, client-centric services, and long-term financial outcomes.

Role Description The Wealth Manager role at BiggPocket is a full time, on-site position based in Gurugram. In this role, the Wealth Manager will meet with clients to understand their financial objectives, risk tolerance, and time horizons, and design comprehensive wealth plans aligned with their goals. The position involves managing investment portfolios, recommending suitable financial products, and monitoring performance to ensure portfolios remain optimized.

Day-to-day responsibilities include conducting market and product research, preparing financial reports, explaining strategies and recommendations to clients in clear language,



and supporting lending-related decisions that complement overall wealth plans.

The Wealth

Manager will collaborate with internal teams to ensure compliant, efficient service delivery and maintain strong, trust-based relationships with clients.

Qualifications

- Strong skills in Financial Planning and Finance, with the ability to design holistic wealth strategies aligned with client objectives.
- Experience in Investment Management and Investments, including portfolio construction, asset allocation, and performance tracking.
- Knowledge of Insurance solutions and how they integrate into long-term financial and risk management plans.
- Relevant academic background in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, CFA, NISM) are an advantage.
- Ability to analyze financial data, explain complex concepts clearly, and provide unbiased, client-focused recommendations.
- Strong interpersonal and communication skills, with a commitment to ethical conduct, regulatory compliance, and continuous learning.
- Experience in wealth management, banking, or financial advisory roles, preferably within a fintech or high-growth environment.

📌 Wealth Manager (Gurugram)
🏢 BiggPocket
📍 Gurugram