1,665 Wealth Planning jobs in India

Job Title: Private Banker Advisory

Location: Bangalore / Chennai / Mumbai

About the Role

We are partnering with a leading financial services platform that offers holistic wealth management, family office services, and investment advisory solutions. With a strong track record of serving HNI and UHNI clients across multiple geographies, the firm is now looking to expand its advisory team with seasoned professionals who can drive meaningful client relationships and deliver bespoke financial strategies.

Key Responsibilities

• Act as a trusted advisor and single point of contact for HNI/UHNI clients, understanding their lifestyle needs, financial goals, and risk appetite.
• Devise tailored asset allocation strategies across domestic and offshore markets.
• Recommend suitable opportunities across asset classes and provide end-to-end financial advisory.
• Monitor, benchmark, and review client portfolios on an ongoing basis.
• Coordinate with in-house experts and external partners to deliver a seamless, comprehensive wealth management experience.
• Strengthen relationships and grow assets under advisory/wallet share by offering solutions spanning investments, tax and estate planning, family governance, business advisory, and more.
• Build and manage a strong personal book of business.

Role Requirements

• 1015 years of experience in portfolio management, private banking, wealth management, and/or financial advisory services.
• MBA/Postgraduate in Economics/CA/CFA (or equivalent qualification from a reputed institution).
• Strong understanding of capital markets (domestic & global), real estate, tax, estate planning, consulting, and business advisory.
• Proven ability to build and deepen long-term client relationships at the HNI/UHNI level.

What's on Offer

• Opportunity to work with a highly reputed platform backed by experienced leadership and strong market presence.
• Entrepreneurial environment with the freedom to build your own client portfolio.
• Exposure to a wide spectrum of wealth management and family office services.
• Competitive rewards linked to performance and assets under advisory.

Job Description:

The Head of Department (HOD) for Wealth Profile focusing on Mutual Funds, Fixed Deposits (FDs), and

Demat Accounts will lead and manage the strategic direction of these specific wealth management services.

This role requires a deep understanding of mutual funds, fixed deposit products, demat accounts, and other

wealth management solutions, enabling the delivery of personalized investment and savings strategies for

clients. The HOD will oversee the team, enhance operational efficiencies, drive business growth, and ensure

compliance with industry regulations.

Key Responsibilities:

 Leadership & Team Management:

· Lead and manage the wealth profile team, providing strategic direction and ensuring high

performance across mutual funds, FDs, and demat account services.

· Develop and mentor team members to improve their skills and performance.

· Establish clear departmental goals, KPIs, and targets aligned with overall business objectives.

Product Expertise & Advisory:

· Lead the creation and implementation of personalized wealth management strategies focusing

on mutual funds, FDs, and demat account offerings.

· Provide expert advice to clients on mutual fund investments, fixed deposits, and managing their

demat accounts.

· Ensure that clients are educated about product features, risks, and benefits to make

informed investment decisions.

· Monitor market trends, analyze economic conditions, and identify opportunities for clients in

these wealth categories.

 Cl t Relationship Management:

· Build strong relationships with existing clients and ensure they receive excellent advisory

services on mutual funds, FDs, and demat accounts.

· Provide tailored recommendations to clients based on their financial goals, risk profiles,

and investment preferences.

· Regularly review client portfolios to ensure they remain aligned with clients' evolving needs and

market conditions.

· Proactively resolve any client issues or concerns related to mutual fund transactions, FD

investments, or demat account operations.

 Bu ess Development & Sales:

· Drive business development efforts, identifying new clients and expanding the existing portfolio

in mutual funds, FDs, and demat accounts.

· Collaborate with the sales and marketing teams to develop promotional strategies and

campaigns to attract new clients and cross-sell wealth management products.

· Conduct seminars, webinars, or workshops to increase awareness about the wealth profile

offerings.

 C liance & Risk Management:

· Ensure that all mutual fund investments, fixed deposits, and demat account operations comply

with industry regulations and legal standards.

· Work closely with the compliance team to manage regulatory changes and implement

necessary adjustments in practices.

· Monitor and mitigate potential risks related to the investment products and services offered by

the department.

· Maintain strict confidentiality and professionalism when dealing with sensitive client

information.

 Pe rmance Monitoring & Reporting:

· Set clear KPIs and performance metrics for the wealth profile department, tracking the

effectiveness of mutual fund, FD, and demat account strategies.

· Review departmental performance regularly and provide insights on areas of improvement.

· Provide monthly/quarterly reports to senior management on departmental activities, client

satisfaction, and revenue growth.

 O ational Efficiency:

· Oversee the smooth and efficient functioning of mutual fund transactions, FD management,

and demat account operations.

· Ensure that all client requests, from investments in mutual funds to demat account openings or

fixed deposit renewals, are processed quickly and accurately.

· Work with operational teams to streamline processes and reduce operational costs.

 Q ifications & Skills

·

· Education:

· Bachelor's degree in Finance, Business, Economics, or a related field (Master's degree

preferred).

· Professional certifications such as CFA, CFP, or AMFI (for mutual funds), NISM (for securities), or

similar qualifications are preferred.

· Experience:

· 8+ years of experience in wealth management, focusing on mutual funds, fixed deposits, and

demat accounts.

· At least 10 to 15 years in a leadership or managerial role within the wealth management industry.

· Proven experience in managing and expanding portfolios related to mutual funds, FD products,

and demat services.

· Skills:

· Expertise in financial products such as mutual funds, fixed deposits, and demat accounts.

· Strong leadership and team management skills.

· Excellent communication and relationship-building skills.

· Solid understanding of financial regulations and compliance related to mutual funds and other

wealth management products.

· Ability to analyze and understand market trends and make informed decisions.

· Proficiency in financial software, CRM systems, and Microsoft Office Suite.

 Key Attribute

· Client-Focused: Ability to understand and respond to clients' financial goals with personalized

recommendations and services.

· Strong Analytical Skills: Capability to analyze financial data, market conditions,

and investment opportunities.

· Strategic Vision: Ability to develop long-term plans that enhance the growth and success of the

wealth management department.

· Integrity & Trustworthy: Demonstrates a high level of professionalism and confidentiality when

dealing with sensitive financial data.

Job Types: Full-time, Permanent

Pay: ₹1,500, ₹2,000,000.00 per year

Benefits:

• Cell phone reimbursement
• Health insurance
• Provident Fund

Experience:

• Total: 10 years (Preferred)

Language:

• English (Preferred)

Work Location: In person

About Company

One of India's biggest NBFC, offering full-fledged investment services across asset classes, including equity, debt, mutual funds, commodities and currencies - through a single-login platform. pan-India presence, technology-first approach and simplified investment solutions, a preferred choice for millions of investors across India.

Private Wealth - Head / Lead / TL /AVP / VP

Experience - 10 to 25+ yrs

Job Location - Delhi, Mumbai, Bangalore, Pune, Ahmedabad,Jaipur

Responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.

Expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory.

PRE-REQUISITES: -

Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving sales through advisory approach of Mutual Funds, PMS, Structured Products and Bonds is a must.

Overall experience of around 10-20 years in the desired role with team management experience of min 3-4 years.

Should have own set of Client relationships and AUM and also the team client relationships.

Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.

Planning and achieving self and team sales targets through the defined Wealth Management products.

Responsible for acquiring Preferred clients (HNI/Ultra HNI)

Maintaining client relationships and generate AUM from Preferred clients.

Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio

Company Description

Synergy HR Consultancy is a leading HR and Recruitment firm dedicated to providing expert Non-IT Hiring solutions. We specialize in executive search, mid and senior-level hiring, and contingency search across various industries including BFSI, Manufacturing, FMCG, and more. Our core values of partnership, integrity, and innovation guide us in creating lasting partnerships. We pride ourselves on our client-centric approach, national reach, and ethical hiring practices, tailored to meet the specific talent needs of our clients.

Role Description

This is a full-time on-site role for a Playing Captain – Wealth (Pan India) based in Mumbai. The Playing Captain will be responsible for leading wealth management teams, developing and implementing wealth management strategies, and ensuring the achievement of financial targets. Daily tasks include client relationship management, overseeing investment portfolios, and providing financial consulting. The role requires coordination with different departments to ensure seamless service delivery and adherence to regulatory requirements.

Qualifications

• Strong leadership skills and experience in wealth management
• Proven track record in client relationship management and financial consulting
• In-depth knowledge of investment strategies and portfolio management
• Excellent analytical and problem-solving skills
• Ability to work collaboratively with different teams and departments
• Bachelor's degree in Finance, Business Administration, or related field; advanced certifications (e.g., CFA, CFP) are a plus
• Excellent written and verbal communication skills
• Strong ethical foundation and commitment to regulatory compliance

Company Description

Adani Group is a diversified organization in India with a world-class transport and utility infrastructure portfolio across the country. Headquartered in Ahmedabad, Gujarat, Adani Group is a market leader in transport logistics and energy utility businesses, focusing on large-scale infrastructure development with practices benchmarked to global standards. The company's core philosophy of 'Nation Building' driven by 'Growth with Goodness' emphasizes sustainability, diversity, and shared values. Adani is committed to climate protection and community outreach through its CSR programs.

Role Description

• This is a full-time on-site role for a Wealth Manager located in Ahmedabad.
• Co-ordination with ABEX team for day today accounting for promoter group entities.
• Handling statutory Audit and Tax audit of promoter group entities in co ordination with ABEX team
• Assisting for various meetings for review of the performance by various businesses
• Ensuring the book hygiene for all the promoter entities
• Assisting for various special transactions by coordinating with various stakeholders
• Ensuring the documentation for various transactions for financing and investments
• Assisting in the Financial Control for all the promoter entities

Qualifications

• Candidate who have qualified CA this year.

Company Description

Our client is one of the leading NBFC.

Cluster Head / Regional Head - Private Wealth

Experience - 10+ years in Financial Industry/ Private Wealth / Capital Markets / Private Banking

Location - Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata, Chennai , Jaipur, Indore , Bangalore, Hyderabad

Education - UG / PG

Role Description

This is a full-time on-site role for a Cluster Head / Regional Head - Private Wealth in NBFC at Talengage, located in New Delhi. The role involves managing and expanding the portfolio of private wealth clients, overseeing a team of wealth managers, and ensuring high-quality service delivery. The role also includes developing and implementing business strategies, monitoring market trends, and ensuring compliance with regulatory requirements. The ideal candidate will be responsible for achieving financial targets, building strong client relationships, and representing the company at various industry forums and events.

• Experience in private wealth management, portfolio management, and client relationship management
• Proven track record of achieving financial targets and business growth
• Strong leadership and team management skills
• Excellent knowledge of financial products, market trends, and regulatory requirements
• Helping the teams to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. (S)he would be a business manager as he would be responsible for P & L of his team.
• Preferred Banking, Financial Services, Wealth Management
• Responsible for development and management of respective teams, comprising Team Leaders, RMS.
• Handling a team of Relationship Managers/Sr. Relationship Managers and planning and achieving Sales Targets for Wealth Management products through the team by motivating, Inspiring and providing guidance to the team to keep the performance levels high
• Responsible for creation a client base in direct equity by acquiring new Private Wealth / HNI Clients / Corporate clients by interacting & developing rapport with all external/internal constituents of client at all levels; for maximum client retention & achievement of revenues
• To ensure achievement of acquisition, activation and other Cross sell targets .To also ensure achievement of sub targets within acquisition with a special focus on Premium segment customers
• To ensure achievement of business and revenue targets attributed for the company

We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for you

Wealth Management Positions:

• Co-Head Wealth Management
• Managing Partner
• Regional Head Wealth Management
• Team Leaders
• Relationship Manager
• Individual Contributors

These roles involve leading and driving wealth management teams, developing and maintaining strong client relationships, and delivering customized financial solutions to HNI and UHNI clients.

PMS Sales Positions:

• AVP PMS Sales
• VP – PMS Sales
• Head - PMS Sales

PMS Sales professionals will be responsible for business development, investor acquisition, and promoting portfolio management services to high-net-worth individuals and institutional clients.

If you're passionate about wealth management and investment sales, we'd love to connect Send your updated resume to , and we will reach out with the most suitable opportunity based on your experience and location.

Wealth Management - Sales

Locations: Thrissur – Irinjalakuda, Kodungallur, Guruvayoor, Kalady, Mala, Chalakudy, Round South, Round North, Kokkalai, Punkunnam, Angamaly, Perumbavur

Qualifications:* Bachelor's degree (Mandatory)*

Experience:* Minimum 1 year in Sales/Marketing OR Freshers with Sales skills *

Salary:* ₹20,000 – ₹5,000 per month + Attractive Incentives*

Shift: 8:30 AM – 5:30 PM | Alternate Saturday off

Requirements:

• Strong sales, negotiation, and client management skills.
• Ability to work independently and in a team.
• Good understanding of financial products and services.
• Results-oriented and target-driven mindset.

Responsibilities:

• Acquire new clients and expand business.
• Cross-sell financial products and services.
• Manage and maintain strong client relationships.
• Conduct financial analysis to advise clients.
• Achieve sales targets and deliver results.

Job Types: Permanent, Fresher

Pay: ₹2 ,000.00 per month

Benefits:

• Health insurance
• Provident Fund

Application Question(s):

• Are you comfortable visiting clients, understanding their financial needs, and working towards achieving sales targets?

Experience:

• Sales/Marketing: 1 year (Preferred)

License/Certification:

• Graduation (Required)

Location:

• Thrissur, Kerala (Required)

Willingness to travel:

• 75% (Required)

Selection & Research

• Identify investment opportunities across sectors and market caps based on deep fundamental analysis.
• Conduct bottom-up research to generate high-conviction long-term ideas unconstrained by benchmarks or sector limitations.
• Understand the dynamics of multiple sectors and quickly understand sector undercurrents and megatrends

Qualitative Research

• Evaluate management quality, corporate governance practices, industry structure, and business models.
• Attend earnings calls, filings, investor presentations, and management meetings.

Financial Analysis & Modeling

• Build and maintain basic as well as detailed financial models, including projections, valuation (DCF, relative valuation, SOTP), and sensitivity analysis.
• Analyze key financial metrics, quality of earnings, and capital allocation patterns.

Technical Analysis

• Cursory idea of technical analysis. Ability to understand charts and create basic charts.

Idea Generation & Present well-articulated investment memos and research reports (initiation, updates, thematic and techno-funds reports).

• Contribute regularly to internal investment discussions and strategy meetings.

Maintenance Research, Monitoring & Review

• Continuously monitor portfolio stocks and recommended ideas.
• Update internal stakeholders on triggers, risks, or valuation shifts.

Advisory Role & Client Outreach

• Should communicate his ideas effectively to the investors upon the request of respective dealers or RMs.
• Should remain constantly connected with the RMs and Dealers and communicate ideas to them on a constant basis.
• Should accompany RMs on client meetings and pitch investment and trading ideas to investors.
• CA / MBA (Finance) / CFA Charterholder or Level 2/3 candidates (preferred)
• Experience in tracking Indian listed companies across sectors and market caps
• Proven ability to work independently in an unconstrained investment environment
• Well experienced in financial modeling, accounting, and valuation capabilities
• Strong written and verbal communication skills, with the ability to pitch ideas confidently
• Proficiency in MS Excel, PowerPoint, and financial data platforms such as ACE Equity, Capitaline, Screener, Trenlyne, Tijori, etc. Bloomberg and any technical analysis would be an added advantage.

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