Wealth Manager

6 days ago

Kolkata, India Grip Invest Full time

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

  • 2 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.


Preferred Qualifications

  • 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.

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