Senior Wealth Manager

Job Title: Wealth Manager

Company Name: Dealplexus

Experience: 3 to 5 Years

Location: Gurgaon

Industry: Financial Services

Functional Area: Wealth Management / Financial Advisory / Investment Advisory

Employment Type: Full Time, Permanent, Work From Office

About Company:

Dealplexus is a diversified financial services platform operating across seven verticals including Angel Investment, Investment Banking, Loans, Insurance, Wealth Management, SME IPO, and Strategic Advisory. We empower professionals and investors with smart tools, strategic insights, and curated financial products through strategic partnerships with top financial institutions, we provide expert advisory and seamless financial services.

Job Description

Dealplexus is looking for a dynamic and experienced Wealth Manager to join our growing fintech platform. The ideal candidate should have solid experience across multiple wealth products such as Mutual Funds, PMS, AIFs, Digi Gold, and Fixed Income Securities, and should be capable of driving sales while managing long-term client relationships.

Role Overview:

We are looking for an experienced Wealth Manager to join our dynamic team. The ideal candidate should have hands-on expertise in a broad range of wealth products including Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Digi Gold, and Fixed Income Securities. You will be responsible for driving sales, managing client relationships, and providing tailored financial solutions.

Roles and Responsibilities:

• Acquire and manage HNI/UHNI and retail clients for wealth products
• Drive sales of financial products like Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Fixed Income Securities, and Digi Gold
• Maintain strong relationships and offer personalized investment solutions
• Stay updated on market trends and help clients build diversified portfolios
• Achieve monthly and quarterly sales targets
• Leverage internal leads and networks to grow client base
• Maintain high standards of client servicing and financial compliance

Candidate Requirements:

• 3–5 years of experience in Wealth Management or Investment Advisory
• Proven track record in sales and relationship management
• Deep knowledge of financial products and markets
• Excellent communication, negotiation, and interpersonal skills
• NISM Mutual Fund certification preferred
• Existing client base is a strong plus

What We Offer:

• Competitive compensation + performance incentives.
• Opportunity to be part of a fast-scaling financial services platform.
• Exposure to a wide array of wealth products and cross-functional learning.
• Work in a collaborative, growth-focused environment.

Skills Required
Mutual Funds