Wealth Manager

Job Description Wealth Manager

Location: Mumbai & Delhi
Openings: Multiple
Experience: 3–6 Years
CTC: 5.0 LPA + Performance Incentives
Industry: Wealth Management / Financial Services / Capital Markets

About the Company

We are a fast-growing financial services platform focused on pre-IPO and unlisted shares, providing HNI and UHNI investors access to investment opportunities in high-growth private companies across sectors.

The platform provides investors with pricing insights, research and end-to-end transaction support. With a growing presence across India and international markets, we are expanding our Wealth Management team to cater to increasing demand from sophisticated investors.

About the Role

We are hiring experienced Wealth Managers for our Mumbai and Delhi offices.

This is a client-facing role where you will manage a portfolio of HNI and UHNI investors, advise clients on pre-IPO and unlisted share investment opportunities, and contribute to AUM and revenue growth.

The position combines Relationship Management, Investment Advisory and Business Development. It is ideal for wealth professionals who understand HNI clients and have experience selling or advising on capital-market and alternative-investment products.

Key Responsibilities

• Build, manage and grow a dedicated portfolio of HNI and UHNI clients interested in pre-IPO and unlisted share investments.
• Develop long-term client relationships and increase Assets Under Management (AUM).
• Advise clients on suitable unlisted shares and pre-IPO investment opportunities.
• Clearly explain investment opportunities, pricing, liquidity, transfer timelines, potential returns and associated risks.
• Source new HNI/UHNI clients through personal networks, referrals, investor communities, events, industry associations and targeted outreach.
• Conduct regular client meetings, portfolio reviews and investment update discussions.
• Identify new investment opportunities suitable for individual client profiles.
• Cross-sell investment products to existing clients and identify opportunities for referrals.
• Coordinate with back-office and operations teams for smooth transaction execution, documentation, share transfers and settlements.
• Maintain accurate and updated records of client interactions, portfolios, transactions and follow-ups in CRM.
• Participate in investor events, wealth-management conferences and networking opportunities.
• Consistently work towards achieving AUM, revenue and client-acquisition targets.

Candidate Requirements

• 3–6 years of experience in Wealth Management, Private Banking, Investment Advisory, Relationship Management or Financial Services Sales.

• Strong experience handling HNI/UHNI clients.

• A demonstrable network of HNI clients in Mumbai or Delhi is highly preferred.

• Experience in one or more of the following products is preferred:

• PMS

• AIF

• Unlisted Shares

• Pre-IPO Investments

• Structured Products

• Private Equity

• Mutual Funds

• Equity/Capital Market Products

• Strong understanding of investment products and capital markets.

• Excellent relationship-management and consultative-selling skills.

• Ability to explain complex investment products, opportunities and associated risks clearly to clients.

• Strong client acquisition and business development capabilities.

• Ability to independently manage sales pipelines and client follow-ups.

• High level of professional integrity and a client-focused approach.

• Target-oriented and self-motivated.

• NISM certification in Mutual Fund Distribution or Investment Advisory is preferred but not mandatory for candidates with a strong track record.

Compensation & Benefits

• Fixed CTC: 5.0 Lakhs per annum
• Performance Incentives: Bonus of up to 3–6 months of monthly salary based on individual and company performance
• Performance Review: At 6 months with potential for salary revision
• Strong earning potential based on AUM and revenue performance