Wealth Manager

Key Responsibilities

• Acquire and manage a portfolio of HNIs / UHNIs, Retail Affluent, and Corporate clients .
• Prospect and onboard investment distributors / IFAs to expand product reach.
• Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).
• Conduct regular portfolio reviews, client meetings, webinars, and investor events.
• Run end-to-end investment sales cycle : lead generation, pitching, documentation, closure, and post-investment servicing.
• Coordinate with internal teams (product, operations, compliance) for smooth execution.
• Use digital / social media and other channels to educate clients and build trust.
• Achieve sales and revenue targets (AUM growth, number of clients onboarded, distributor partnerships).

What We're Looking For

ability to manage multiple clients and leads simultaneously.

Preferred Qualifications