819 Wealth Manager jobs in India

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.

One of the Largest Capital Market Broker is hiring for Wealth Managers and Senior Wealth Managers

Job Location : Kolkata

Job Description :

To acquire Affluent & Super Affluent clients

To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients

To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

To track the Affluent & Super Affluent Client segment in the market for new client acquisition

Experience:

Should have 3-5 Years of work experience preferably in Private Bank/Wealth Management set-up

Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability)

Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above

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

Title: BA Wealth Digital Business Analyst

Experience: 6-12 years

Offshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.

Domain: Banking only

Job Location: Dubai

Budget: 23 to 27 LPA

Notice Period: Immediate

Job Description:

They are converting a lot of their paper-based journeys to digital journeys.

The application being used is Finacle Wealth 11 X version.

The BAs need good knowledge of Wealth Management.

They should have worked on Digital Projects – mandatory.

They need to have good knowledge of Agile practices and SDLC.

They need to have excellent communication skills.

Need to have good analytical skills.

One of the BAs needs to have good knowledge of equities / trading platforms.

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.

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:

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

What We’re Looking For:

• 2+ years of experience in sales or advisory roles in financial services (banks, AMCs, wealth firms, etc.)
• Strong academic background
• Exceptional communication skills—clear, confident, and convincing
• Deep knowledge of financial markets, MFs, stocks, and investment strategies
• High sales ownership and strong relationship-building instincts
• 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.

Location – Bangalore/Mumbai

Position: Wealth Manager

Broader Role / Responsibilities:

Acquisition of Wealth Clients:

1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads

of Affluent & Super Affluent client base from the existing pool of clients within

the company will be given.

2. Build up the sales funnel via Client Meetings or Virtual Presentations to clients.

3. To conduct and assist in organizing seminars, workshops and other business

development activities.

4. Prior experience of working in a wealth management firms, Private banking,

PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNI

client management .

5. Minimum Entry level Portfolio amount would be Rs 1 crore and above.

Advisory and Relationship Management

6. Maintaining client relationships and generate Asset Under Management (AUM)

from preferred clients.

7. Advising Affluent clients in conjunction with the Research team , Financial

planning department , operations team etc on their existing investments and

managing their overall financial portfolio and deepening the wallet from existing

clients.

8. To coordinate with product and research team for taking investment decision for

the clients.

Candidate

9. Good ability to analyse client data, identify trends, create lasting impressions

through impactful presentations are necessity for the job.

10. Candidates having experience in managing HNI clients & good Personal and

Virtual meeting skills may only apply.

11. Impeccable sales skills to handle HNI clients.

12. Good Sales negotiator and able to close high ticket sales.

13. Good knowledge of Equity Markets and other Investment assets.

One of the Largest Capital Market Broker is hiring for Wealth Managers and Senior Wealth Managers

Job Location : Kolkata

Job Description :

To acquire Affluent & Super Affluent clients

To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients

To advise Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

To track the Affluent & Super Affluent Client segment in the market for new client acquisition

Experience:

Should have 3-5 Years of work experience preferably in Private Bank/Wealth Management set-up

Should have good vintage in their present as well as previous companies (At least minimum tenure of 3-4 years of stability)

Handling and managing clients with a minimum Investment amount of Rs.1 Cr and above