Wealth Manager

Company: Jarvis Invest
Role : Wealth Manager
Location: Vikhroli W
Reporting To: Sales Head

About the Role
We are looking for an experienced and result-driven Wealth Manager with a strong background in selling PMS, and other premium wealth management products to HNI and Ultra HNI clients. The ideal candidate should already possess an active network/database of investors and should be capable of driving revenuefromday one without complete dependency on company-generated leads. This role requires a strong understanding of wealth management, investment advisory,
relationship management, and premium financial products. The candidate will be responsible for acquiring, managing, and growing affluent client relationships while promoting our in-house
investment solutions and premium strategies.

Key Responsibilities

1. Acquire and manage HNI and Ultra HNI client relationships.
   2.Sell and promote PMS, and premium investment products including our proprietary PMS, Prime and Global Strategy offerings.
2. Leverage existing client databases and professional networks to generate business opportunities.
   4.Build long-term relationships with investors through strong advisory and relationship management skills.
3. Understand client financial goals, risk appetite, and investment preferences to recommend suitable solutions.
   6.Achieve revenue and AUM growth targets through strategic wealth management and cross-selling.
4. Conduct portfolio reviews and maintain regular engagement with clients. Stay updated with market trends, investment products, and regulatory developments.
   8.Coordinate with internal teams for smooth onboarding and servicing of clients.
5. Eventually work on company-provided leads after understanding the target segment and product ecosystem.

Candidate Requirements

1. Minimum 3 to 10 years of experience in Wealth Management, PMS, AIF or Investment Advisory sales.
   2.Proven track record of handling and acquiring HNI and Ultra HNI clients.
   3.Strong existing investor network and client database is mandatory.
   4.Hands-on experience in selling PMS,AIF structured products, and other premium investment products.
   5.Excellent communication, negotiation, and relationship-building skills.
   6.Strong understanding of financial markets and wealth products.
   7.Self-driven, target-oriented, and capable of generating business independently.
2. NISM certifications or relevant financial certifications will be an added advantage.

What We Offer
1.Opportunity to work with premium investment products and proprietary strategies.
2. High-growth environment with strong earning potential.
3.Access to company-generated leads and marketing support over time.
4.Dynamic and performance-driven culture.