242 Wealth Manager jobs in India

Job Responsibilities

___

 Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus

Financial Planning (FP) and Portfolio Services

xecution of transactions post FP and on periodical basis

anage Private Wealth, PMS and AIF fund related queries

nsure delivery of various MIS reports as per requirements

o develop short term and long term sales strategies for the WM business in line with the

overall strategic goals of the organization

o establish standardized and efficient sales processes to ensure quality control and efficient

customer service delivery

nsure discipline of asset allocation

chieve a balance of revenue streams through sale of MF which will build a steady annuity

flow and through all other asset class

o drive strong client servicing and client engagement parameters, to enhance market

credibility and deliver superior value proposition

ontinuous learning, to be better equipped than our competitors

o closely observe, evaluate and monitor the client positions, portfolio allocations and

ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance

and Research Teams

o ensure adherence to internal and external Financial advisory guidelines and Risk Policies

and ensure standards are in place to minimize mis-selling instances

o continuously scan the competition/market and report on emerging trends or any new

development or business opportunities for WM

evenue Generation

uild AUA

Skills

xcellent communication

roven skills of significantly improving the structure and readability of written

communication

Lives the Company Values

usiness Awareness & Market Knowledge

ustomer Centricity.

eople Connect

esult Orientation

etworking Ability

Wealth Manager – HNI Acquisition (Asst. Manager / Manager / Sr. Manager)

Locations: Chennai | Kolkata | Hyderabad | Ahmedabad | Mumbai | Pune | Bangalore | Delhi

• Experience: 2 – 5 Years

About the Role

We are seeking highly motivated and dynamic professionals to join our team as Wealth Managers – HNI Acquisition . The role involves building and managing relationships with High Net Worth Individuals (HNIs) while offering them tailored investment solutions across equity-based products.

Key Responsibilities

• Responsible for selling Equity-based investment products to clients.
• Identify customer needs , assess risk appetite, and recommend appropriate investment options.
• Achieve monthly sales targets as assigned by the organization.
• Maintain regular client engagement and provide timely updates to reporting managers.
• Build long-term relationships with HNI clients to grow Assets Under Management (AUM).

Required Education, Skills & Knowledge

• Graduate / Post-Graduate in any discipline.
• 2–5 years of experience in direct sales of financial products such as Equity, Mutual Funds, Commodities, or Derivatives .
• Candidates with AUM size of ₹20 Cr & above and strong HNI network will be preferred.
• Excellent communication and presentation skills.
• Pleasing personality with a positive and professional attitude.
• Self-starter , proactive, and target-driven individual.
• Strong relationship management and client servicing skills.

Why Join Us?

• Opportunity to work with a leading wealth management brand.
• Attractive performance-based incentives.
• Dynamic and growth-oriented work environment.

If you are passionate about wealth management, client acquisition, and delivering value-driven investment solutions, we’d love to connect with you!

Apply Now or share your profile at ( /

Job Role : Wealth Manager

Experience : 2 to 5 years

Location : Delhi, Hyderabad, Bangalore, Chennai

Key Responsibilities & Accountabilities

• Will be responsible for primarily selling Equity based investment products.
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.
• Responsible for achieving targets as assigned by the organization on a monthly basis.
• Provide regular updates to the immediate superior as an when required

Required Education, Skill Set & Knowledge

• Graduate / Post graduate 2 yrs- 5 years of Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF.
• Candidates having AUM (Asset under Management) size of 20cr & above, minimum ticket size 50 lacs and connect among HNIs/UHNIs, will have advantage.
• Should have good communication & presentation skills.
• Pleasing and positive attitude.
• Should be a self-starter, proactive & target oriented.
• Relationship building skills

If interested share your CV at

Wealth Manager | Partner Business

Job Overview

We are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.

Locations: Ahmedabad, Mumbai & Pune

Roles And Responsibilities

• Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners
• Doing various training programs for partners to train them for various financial products.
• Maintaining relationship with partners to generate business.

Qualifications And Skills:

• MBA/ PGDM or relevant degree.
• Min 3+ years relevant experience in BFSI and Wealth domain.
• Candidates with prior experience of handling B2B Channel (Preferred).

Hi,

We are hiring

Position - Wealth Manager for Clients

Company - Registered investment advisory company

Location - Chennai , Hyderabad, Bangalore , Delhi

Salary - 5lpa - 10 lpa

Job Role Channel Partner DSA/Channel/Advisors Acquisition

• Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices
• Responsible for business development through alliances
• Devise appropriate marketing and promotional strategies that lead to deliver better ROI
• Set-up a team of relationship managers for acquisition of IFAs, sub-brokers

Required Talent-

• 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF.
• Pleasing and positive attitude
• Should be a self-starter, proactive & target oriented.
• Relationship building skills
• Have handled Minimum 50lpa,portfolio of 1 clients
• Candidates with an existing AUM size of 20cr and a network among HNIs will have an advantage.

Regards,

Neha Khandelwal

The Principal Officer (or Wealth Manager) will oversee the overall activities of the Fund Management Entity (FME) including but not limited to fund management, risk management and compliance at GIFT City, Gandhinagar. The position requires strong leadership and governance capabilities, ensuring compliance with regulatory requirements, risk management policies, and fund management activities.

Key Responsibilities:

1. Governance and Leadership

o Serve as the Principal Officer and lead the GIFT City office of the FME.

o Act as part of the Investment Committee, ensuring robust governance structures for fund management.

o Build and implement efficient processes and systems for smooth operations.

o Lead and facilitate interactions with the Board, Audit Committee, and other committees.

2. Regulatory Compliance and Risk Management

o Collaborate with SEZ, IFSCA, and other stakeholders to ensure regulatory compliance.

o Assess regulatory changes and proactively mitigate potential risks.

o Work closely with the Compliance and Risk Manager to review and ensure timely and accurate submissions of regulatory filings.

3. Operational and Strategic Initiatives

o Run projects related to Alternative Investment Funds (AIFs) and other product launches.

o Oversee portfolio composition proposals initiated by the GIFT City office.

o Drive innovation in fund operations and explore opportunities for business growth.

4. People Management

o Ensure the recruitment and development of personnel appropriate to the scale of operations.

o Appoint and manage Key Managerial Personnel (KMPs) as per regulatory requirements.

Educational Qualifications:

o Chartered Accountant (CA), Company Secretary (CS), or MBA in Finance/Investment/Operations.

o Professional qualification or a postgraduate degree/diploma (minimum two years) in finance, law, accountancy, business management, commerce, economics, capital markets, or related fields.

o Certifications such as NISM (Modules IIB, VII, VIII, XA & XB) are preferred.

Experience:

o Minimum of 5 years in securities markets or financial products, including roles such as portfolio manager, broker-dealer, investment advisor, wealth manager, research analyst, or fund management.

o Proven track record in operations, compliance, and client servicing within the equity, mutual funds, and capital markets domain.

o Experience in fintech or mobile app development will be an added advantage.

Why You’ll Love Working Here

We’re a team that hustles—plain and simple. But we also believe life outside work matters. No cubicles, no suits—just great people doing great work in a space built for comfort and creativity.

Here’s what we offer:

Competitive salary – Get paid what you’re worth.

Generous paid time off – Recharge and come back sharper.

Work with the best – Collaborate with top-tier global talent.

️ Adventure together – Annual offsites (mostly outside India) and regular team outings.

Performance rewards – Multiple bonuses for those who go above and beyond.

Health covered – Comprehensive insurance so you’re always protected.

Fun, not just work – On-site sports, games, and a lively workspace.

Job Summary:

The incumbent of this role will be responsible for managing relationships with High Net Worth (HNI), Ultra High Net Worth (UHNI), and Retail customers, offering tailored financial solutions, and driving investments into our insurance products. This role demands strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management products.

Key Functional Responsibilities:

Client Acquisition & Relationship Management

• Identify, acquire, and manage relationships across Retail, HNI, and UHNI client segments.
• Conduct in-depth financial profiling to understand client needs and goals.
• Maintain high levels of client satisfaction through proactive engagement and service excellence.
• Handle clients sourced from foreign banks and other wealth management distribution partners.

Retirement & Insurance Planning

• Provide comprehensive planning services including investment & retirement planning.
• Recommend suitable financial products based on client risk appetite and objectives.
• Monitor and review client portfolios regularly to ensure alignment with financial goals.

Product Knowledge & Upselling

• Demonstrate deep understanding of financial instruments including mutual funds, bonds, equities, PMS, AIFs, and structured products.
• Effectively upsell and cross-sell the company’s insurance products as part of holistic financial solutions.
• Stay updated on market trends, regulatory changes, and product innovations.

Sales & Revenue Generation

• Achieve assigned sales targets and contribute to overall business growth.
• Leverage client networks and referrals to expand the client base.
• Collaborate with internal teams to develop customized investment strategies.

Compliance & Risk Management

• Ensure all client interactions and transactions comply with regulatory and internal guidelines.
• Maintain accurate documentation and records for audits and reporting.
• Identify and mitigate risks in client portfolios through timely interventions.

Coordination with Partner Offices

• Coordinate with partner teams to ensure seamless client servicing and operational efficiency.
• Represent the company professionally in all partner interactions.

Reporting & Analytics

• Prepare and present periodic performance reports to clients and management.
• Use data analytics to identify client trends, opportunities, and areas for improvement.
• Provide feedback to product and strategy teams based on client insights.

Qualification required:

Master’s degree in finance, Business Administration, Economics, or related field.

Years of experience:

Minimum 2 years of experience in wealth management, financial advisory, or private banking.

Technical skills required:

• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proven track record in client acquisition and revenue generation.
• Ability to work independently and manage multiple client portfolios.
• High ethical standards and integrity.

Location/Office

Mumbai, Delhi, Hyderabad, Thrissur, Chennai, Kolkata

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 Overview

Gamut HR Solutions, headquartered in Hyderabad, is a compact yet impactful company with a team of 2-10 employees dedicated to connecting individuals with the right job opportunities. Our focus is on delivering personalized HR solutions. To explore more about us, visit our website at Gamut HR Solutions .

Job Overview

We are seeking a Wealth Manager for a full-time, junior-level position based in Hyderabad or Mumbai. The ideal candidate will have 1 to 3 years of experience in wealth management, financial planning, and client relationship management. This role requires a dynamic individual to help clients manage their wealth efficiently.

Qualifications and Skills

• Proven experience in financial planning to help clients achieve their financial goals. (Mandatory skill)
• Strong client relationship management skills to maintain and nurture client relationships. (Mandatory skill)
• Exceptional risk assessment ability to identify potential financial risks and create mitigation strategies. (Mandatory skill)
• In-depth knowledge of investment strategies to guide clients in expanding their wealth effectively.
• Proficiency in portfolio management, ensuring a balanced and profitable investment portfolio.
• Familiarity with regulatory compliance to ensure all financial activities adhere to legal standards.
• Expertise in asset allocation to optimize asset distribution among diverse investment categories.
• Understanding of behavioral finance to help clients make informed investment decisions.

Roles and Responsibilities

• Develop comprehensive financial plans for clients based on their financial needs and goals.
• Maintain regular communication with clients to assess their financial status and provide updates.
• Conduct thorough risk assessments and create strategies to mitigate financial risks.
• Advise clients on investment opportunities and manage their investment portfolios.
• Ensure all financial practices are in compliance with current regulatory laws and standards.
• Utilize a strong understanding of market trends to provide informed financial advice.
• Collaborate with team members to improve service offerings and client satisfaction.
• Continuously update and apply knowledge of economic and financial principles.