Wealth ManagerGrip Invest • Eluru, IN
No longer accepting applications
Wealth Manager
Grip Invest • Eluru, IN
30+ days ago
Job description2 to 7 years of relevant experience in wealth management, investment advisory, mutual fund distribution, or financial product sales. Strong understanding of wealth / investment products and the ability to pitch complex solutions. Proven track record of working with HNI / UHNI clients and exposure to distributor / IFA engagement . Excellent communication and relationship-building skills. Strong phone and in-person presence; ability to manage multiple clients and leads simultaneously. Self-driven, result-oriented, and comfortable working in a fast-paced fintech / startup environment. Bachelors degree in Finance, Commerce, Economics, or related field (MBA is a plus). Certifications such as NISM, CFP, or CFA (preferred but not mandatory). Prior experience in fintech, wealth tech, or alternative investments will be an advantage.
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
Preferred Qualifications
Create a job alert for this search
Wealth Manager • Eluru, IN
Related jobs
![Sell-Side Manager [T500-21310]](https://cdn-logos.talent.com/v1/logo/image?feedcode=clickcast-appcast-li-in-cpc&company_name=Talent500)
We assist admins of Telegram channels, Discord servers, and other platforms in generating revenue through intelligent link.
We're growing our early growth team — and we're seeking.Telegram, Discord,...Show more
Financial Planning and Analysis Manager
BrightEdge • Eluru, IN
BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.
What makes BrightEdge special is our innovative ...Show more
Last updated: 30+ days ago • Promoted
Community Growth Manager | Campus
Atives • Eluru, IN
Atives in your assigned city and work to.Atives platform and become part of India’s largest creative community.Across India (Top Cities : Mumbai, Delhi NCR, Bangalore, Pune, Hyderabad, Chennai).Fixe...Show more
Last updated: 4 days ago • Promoted
Senior T24 Developer - Investment Banking
Systems Limited • Eluru, IN
The ideal candidate will possess strong technical expertise in.Securities workflows, Temenos API frameworks, and system integrations.
This role involves leading the end-to-end delivery of T24 techni...Show more
Last updated: 4 days ago • Promoted
Financial Planning and Analysis Manager
KMK • eluru, andhra pradesh, in
We are looking for a detail-oriented and analytical finance professional to join our FP&A team supporting a U.The role involves financial planning, forecasting, management reporting, and providing ...Show more
Last updated: 12 days ago • Promoted
Business Development Partner (Commission-Based)
im24x7 Delta Solutions FZCO • Eluru, IN
AI, Cloud, Mobile, and Web Engineering.Business Development Professionals.Commission-Based or Partnership Model.This is an entrepreneurial opportunity to work directly with our leadership team and ...Show more
Last updated: 8 days ago • Promoted
Talent Acquisition Manager
Zentoro • Vijayawada, IN
For 5+ years, Zentoro has been connecting the right people to the right opportunities across IT & Non-IT sectors in India.
Talent Acquisition Manager / HR Manager and Recruiters.Drive end-to-end recru...Show more
Last updated: 30+ days ago • Promoted
Staffing Sales Manager
CareCone Group • Eluru, IN
CareCone is dedicated to finding effective staffing solutions for your organization.For our clients, we act as an extension to their company.
This enables us to locate candidates that meet the hirin...Show more
Last updated: 30+ days ago • Promoted
Sell-Side Manager [T500-21310]
Talent500 • Eluru, IN
Talent500 is hiring for one of its clients.Careem is the internet platform for the greater Middle East region.A pioneer of the region's ride-hailing economy, Careem is expanding services across its...Show more
Last updated: 12 days ago • Promoted
PPC / Growth Manager
Quicklly • Eluru, IN
Note : Immediate / 15 days Joining Only.Setting up Google AdWords and Bing campaigns by conducting target keyword research & writing relevant ad copies, whilst ensuring effective campaign and keyword ...Show more
Last updated: 30+ days ago • Promoted
Talent Analytics Manager
PTR Global • Eluru, IN
PTR Global is a trusted leader in talent acquisition and workforce solutions, specializing in connecting top-tier professionals with world-class organizations.
We combine deep recruiting expertise w...Show more
Last updated: 26 days ago • Promoted
Acquisition Manager
Motilal Oswal Financial Services Ltd • Eluru, IN
The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
Maintaining client relationships and generate AUM from...Show more
Last updated: 3 days ago • Promoted
Manager - Mobile Campaign Delivery
APPUP • Vijayawada, IN
APPUP is one of the rapidly growing ad-network in APAC, LATAM & MENA regions, with 500+ direct advertisers across the globe and 5000+ publishers, looking for an Affiliate Manager.Global ) to join o...Show more
Last updated: 13 hours ago • Promoted • New!
Growth - Global Sales & Marketing (Commission Only)
BUG Aeterium • Eluru, IN
Growth Manager – Global Sales & Marketing.HRTech / FinTech / Workforce Solutions).Remote | Hybrid | Unlimited Earnings (Commission Only).
As we scale, we’re looking for a sharp, curious, and busines...Show more
Last updated: 1 day ago • Promoted
Business Development Manager (US Staffing Services)
Integration International Inc. • Eluru, IN
Only candidates with proven experience in.Direct clients / MSP Experience.Applicants from other industries are requested.
A brief introduction about our company.Integration InfoTech India P Ltd.We a...Show more
Last updated: 30+ days ago • Promoted
Entrepreneur
iQuery Australia • Eluru, IN
Query Australia is committed to empowering individuals by focusing on education to nurture careers aligned with their personal values.
The organization supports students in achieving placements at t...Show more
Last updated: 3 days ago • Promoted
Growth Associate
CoinedOne • Eluru, IN
Title : Growth Associate - Founding Team.Company : Maxximize - A new venture from the CoinedOne Founders.Location : 100% Remote (Full-time).
Compensation : ₹50,000 - ₹80,000 INR per month.We are a 5-per...Show more
Last updated: 3 days ago • Promoted
Community Growth Partner (Telegram / Discord etc, Remote)
Earnpaste • Eluru, IN
Remote
Last updated: 30+ days ago • Promoted
Manager Partnerships & Alliances
National Road Safety Mission • Vijayawada, IN
Hiring : Manager – Partnerships & Alliances (2–5 Years).Gurugram (Onsite / Work from Office).National Road Safety Mission (NRSM).
India’s largest structured road-safety education program for children &...Show more
Last updated: 4 days ago • Promoted