Wealth Manager

About the Role

We are looking for a client-focused and relationship-driven Wealth Manager to join our team. The ideal candidate will be responsible for building and nurturing strong client relationships, understanding clients’ financial goals and investment preferences, and providing timely support throughout their investment journey.

The role involves engaging with clients to understand their financial requirements, explaining suitable investment products and services, and coordinating with internal teams to ensure a seamless and high-quality client experience.

Key Responsibilities

• Build, manage, and strengthen relationships with existing and prospective clients.
• Understand clients’ financial goals, investment objectives, risk appetite, and investment preferences.
• Assist clients in understanding and accessing relevant investment products and services, including equities, mutual funds, IPOs, and other financial products.
• Address client queries related to accounts, transactions, investment products, and services in a timely and professional manner.
• Coordinate with Dealing, Research, Operations, and other internal teams to ensure efficient resolution of client requirements.
• Conduct regular client follow-ups and proactively keep clients informed about relevant market developments, investment opportunities, and updates.
• Maintain accurate and up-to-date client records in accordance with internal processes and regulatory requirements.
• Ensure adherence to applicable regulatory guidelines, compliance standards, and internal policies.
• Identify opportunities to deepen existing client relationships and contribute to the growth of the assigned client portfolio.
• Deliver a high standard of client service while building long-term trust, engagement, and relationships.

Candidate Profile

• Bachelor’s degree in Finance, Commerce, Business Administration, or a related field.
• Prior experience in wealth management, stock broking, financial services, banking, or client relationship management will be preferred.
• Good understanding of capital markets, investment products, and financial services.
• Strong communication, interpersonal, relationship-building, and follow-up skills.
• Client-centric approach with strong attention to detail and service orientation.
• Ability to understand client requirements and coordinate effectively with multiple internal teams.
• NISM certification will be an added advantage.
• Self-motivated, proactive, and comfortable working in a target-oriented and client-facing environment.

What We’re Looking For

We are looking for a professional who can combine financial knowledge with strong relationship-management skills and take ownership of the overall client experience.

The ideal candidate should be confident in interacting with clients, understanding their financial needs, providing appropriate support, and proactively identifying opportunities to build and strengthen long-term relationships. The candidate should also demonstrate a strong sense of ownership, professionalism, and commitment to delivering an excellent client experience.

Pay: ₹25,000.00 - ₹40,000.00 per month

Work Location: In person