1,208 Wealth Manager jobs in India

Greetings from upGrad rekrut!

Our client is a leading asset management company (AMC) looking out for its wealth relationship managers in Hyderabad, Bangalore, Chennai and Mumbai.

Candidates with minimum 2 years of experience in Mutual Fund sales should apply.

Responsibilities

 To up sell company's MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele.

Achieving the business targets assigned in terms of up selling company's Products, enhancing and upgrading the Client Net worth relationships.

rofiling customers and provide financial products to meet customer needs

nsuring the highest levels of service to the client /HNI customers

roviding Investment planning and advice

chieving sales and revenue targets spread across product mix

ne point contact for the assigned customer

cquisition & Servicing of HNI/UHNI customers.

reference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds.

If keen, please whatsapp at or email at

Regards

Job Description: Relationship Manager - Wealth

• Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.

Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management.

Education: Bachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds.

Regulatory/Other Certifications: Chartered Wealth Manager (CWM),Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM Dealer Module.

Role Overview: The Relationship Manager - Wealth will be responsible for managing and growing a portfolio of High Net Worth Individual (HNI) clients by providing expert investment advice, wealth planning, and tailored financial solutions. The role involves client acquisition through various marketing strategies and delivering personalized investment recommendations.

Key Responsibilities:

• Build and maintain strong relationships with HNI clients.
• Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products.
• Conduct regular portfolio reviews and risk assessments.
• Identify and onboard new clients to expand the business portfolio.
• Offer customized investment and financial planning solutions.
• Stay updated on market trends, financial products, and regulatory changes.

Company Description

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.

Role Description

Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial markets and wealth management.

 Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets.

Responsible for selling of various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products.

anaging and reviewing portfolios of existing clients with focus on client servicing and ethical advisory along with premium client acquisition.

roviding consultancy regarding Financial Planning including Retirement Planning, Tax Planning and Goal based Investing etc.

Qualifications

• Min 2+ years relevant experience in Banking and Wealth domain.
• MBA/ PGDM or relevant degree.
• Acumen towards understanding of client needs, study requirements and provide adequate and prompt solutions
• Should have a good knowledge and understanding of equity and debt market and wealth products.

About us:

Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.

Founded by a team with deep experience across finance, product, and technology, we’re backed by world-class investors including Y Combinator, Kunal Shah, and Harvard Management Company. Since our inception, over 1 lakh clients have trusted Stack Wealth with ₹100+ crores in assets, a testament to the trust we’re building in India’s next generation of investors.

We're not here to follow the playbook—we’re here to write a new one. If you're excited about transforming how Indians build wealth, you're in the right place.

About the Role:

We’re looking for a smart, driven Wealth Manager who thrives on building relationships and closing deals. You’ll be the face of our personalised wealth management platform—helping clients make smarter investment decisions while growing their wealth (and ours).

If you're great at building trust, explaining markets in plain English, and following through till the deal is done, you’ll fit right in.

What You’ll Do:

1. Be the first point of contact for prospects—understand their profile, explain our advisory model, and onboard them into Stack’s personalised stock portfolios.
2. Manage your sales pipeline like a pro. Follow up, close deals, hit your acquisition targets.
3. Run quarterly video reviews with each client—break down portfolio performance, compare it to benchmarks, answer queries, build trust.
4. Keep the communication flowing—emails, calls, nudges, updates—ensure clients always feel informed and taken care of.
5. Spot opportunities to grow each portfolio—cross-sell PMS, upsell allocations, deepen wallet share.
6. Dive into client portfolios and suggest smart improvements, all in line with Stack’s core investment philosophy.

What We’re Looking For:

1. 2+ years of experience in sales or advisory roles in financial services (banks, AMCs, wealth firms, etc.)
2. Strong academic background
3. Exceptional communication skills—clear, confident, and convincing
4. Deep knowledge of financial markets, MFs, stocks, and investment strategies
5. High sales ownership and strong relationship-building instincts
6. Ability to explain complex investment methodology to clients in simple terms

Why Join Us:

We're rethinking how India invests. You'll be part of a fast-moving startup, working with passionate folks who genuinely care about building something valuable. If you love sales, markets, and helping people grow their wealth—you’ll love it here.

We are seeking a highly motivated and entrepreneurial Wealth Manager – Client Acquisition to drive the expansion of our Retail and HNI client base. This role is primarily focused on acquiring new clients, identifying business opportunities, and promoting our suite of investment products and services. The ideal candidate will have a strong understanding of financial markets and a passion for delivering value-driven solutions to new clients.

Job Location :

Kolkata/Guwahati/Siliguri/Ranchi/Dhanbad/Patna/Rourkela/Kanpur/Lucknow/Varanasi/Raipur

Role Responsibilities:

1) Proactively acquire new Retail and HNI clients through direct outreach, referrals, networking, and market mapping

2) Identify and pursue business development opportunities to grow the client base and AUM (Assets Under Management)

3) Understand prospective clients’ financial goals, risk appetite, and investment preferences to offer tailored solutions

4) Conduct effective presentations and pitch investment offerings, including equities, mutual funds, bonds, insurance, and other products

5) Collaborate with internal teams to ensure seamless onboarding and account activation of new clients

6) Maintain a strong sales pipeline and achieve defined acquisition and revenue targets

7) Stay informed about competitors, market trends, and regulatory developments to improve acquisition strategies

8) Provide ongoing service and support to acquired clients, ensuring smooth transition into long-term relationship management

9) Maintain accurate records of prospecting activity, leads, conversions, and client interactions using CRM tools

Role Requirements:

1) Bachelor’s or Master’s degree in any field

2) Experience in sales/business development in share broking or wealth management

3) NISM certifications (such as Series V-A and Series VII) preferred

4) Proven track record of client acquisition and achieving sales targets

5) Strong communication, negotiation, and interpersonal skills

6) Self-driven, target-oriented, and energetic approach to client building

Location: Noida

Company: FINVESTMENTS

The Wealth Manager will be responsible for managing client portfolios, providing investment and insurance advisory, and ensuring clients achieve their financial goals. This role combines investment advisory, financial analysis, client relationship management, and business development. The ideal candidate should have strong analytical abilities, sales acumen, and a client-centric mindset.

1. Investment Advisory & Portfolio Management

• Analyze client goals, risk appetite, and time horizon to recommend mutual funds, insurance products, and other financial instruments.
• Construct and manage diversified portfolios aligned with client objectives.
• Monitor client portfolios and recommend rebalancing strategies as required.
• Simplify complex financial products and guide clients on SIPs, tax-saving investments, and long-term wealth-building.

2. Market & Financial Analysis

• Conduct in-depth research on mutual funds, stock markets, insurance plans, and other investment options.
• Track macroeconomic trends and industry developments for data-driven advisory.
• Evaluate fund performance using NAV, risk-return metrics, and fund manager insights.
• Compare insurance policies (life, health, term, ULIPs, etc.) to suggest optimal solutions.

3. Client Relationship Management

• Build and nurture strong client relationships with regular portfolio reviews and updates.
• Onboard new clients by identifying financial needs and creating investment strategies.
• Address queries related to investments, insurance, taxation, and regulations.
• Conduct client education sessions on financial planning and market awareness.

4. Sales & Business Development

• Drive sales of mutual funds, insurance, and financial services by tapping new opportunities.
• Generate leads via referrals, networking, and marketing campaigns.
• Collaborate with sales teams to enhance client acquisition and retention.
• Organize financial awareness programs, webinars, and workshops.

5. Compliance & Regulatory Adherence

• Ensure compliance with SEBI, AMFI, and IRDAI guidelines.
• Maintain accurate records of transactions, client documents, and interactions.
• Support audits and ensure transparency in all recommendations.

6. Reporting & Performance Tracking

• Prepare investment reports, portfolio summaries, and risk assessments.
• Use financial modelling and analytics tools to track performance.
• Share periodic updates with management on sales growth and client portfolio performance.

Essential Skills:

• Strong knowledge of mutual funds, insurance, stock markets, and wealth management.
• Excellent analytical, communication, and client-handling skills.
• Ability to explain financial concepts clearly and convincingly.
• Sales orientation with a result-driven approach.

Technical Skills:

• Proficiency in MS Excel, portfolio analysis, and financial modelling.
• Knowledge of CRM platforms and financial planning tools.
• Familiarity with taxation aspects of mutual funds and insurance.

Qualifications:

• Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or related fields.
• Certifications preferred: NISM Series V-A (Mutual Fund Distributors), CFP, CFA, or IRDAI Insurance Advisor License.
• Experience: 6 months – 5 years in wealth management, financial advisory, or investment planning.

• Opportunity to work in a fast-growing investment consultancy with a client-first approach.
• Exposure to diverse financial products and wealth management strategies.
• Growth-oriented culture with training and mentorship opportunities.

Nuvama Wealth is hiring for below positions for their Digital Business-
Job description
Roles and Responsibilities
- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings
- Manage HNI & UHNI clients through client visits, suggest financial products to the clients and achieve business target.
- Responsible for product penetration and increasing client's wallet share.
- Identifying prospective clients & acquiring new clients.
Candidate should have experience of managing / acquiring wealth & retail Customers.
Required Profile
- PG - MBA/PGDM - Any Specialization with 3-4 year work experience in Wealth Management
- Good relationship management and service focus skills
- Good communication and presentation skills
- Stock Market knowledge is mandator
Perks & Benefits:
Bi-annual appraisal program
Growth in fixed CTC twice in a year with attractive quarterly incentives.
Educational Qualifications & Experience
Contact - Santosh Dogra - / email -
(P.S. We are also needing Cluster Head. Leaders with Team can contact )

Company Description

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.

Role Description

Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in financial markets and wealth management.

 Establishing and maintaining powerful relationships with clients and generating business and references to meet the sales targets.

Responsible for selling of various financial products such as mutual funds, life & health insurance, and other structured wealth and financial products.

anaging and reviewing portfolios of existing clients with focus on client servicing and ethical advisory along with premium client acquisition.

roviding consultancy regarding Financial Planning including Retirement Planning, Tax Planning and Goal based Investing etc.

Qualifications

• Min 2+ years relevant experience in Banking and Wealth domain.
• MBA/ PGDM or relevant degree.
• Acumen towards understanding of client needs, study requirements and provide adequate and prompt solutions
• Should have a good knowledge and understanding of equity and debt market and wealth products.