Wealth Management Advisor- Wealth Client
4 weeks ago
Job Title: Wealth Manager – PMS & Mutual Funds Sales
About the Role:
We are seeking a Wealth Manager to specialize in PMS (Portfolio Management Services) and Mutual Funds Sales , focusing on engaging high-net-worth clients (portfolio size of ₹50L+). The role involves leveraging advanced digital tools to deliver tailored investment solutions and drive sales growth in the wealth management segment.
Key Responsibilities:
- Conduct pre-scheduled video meetings with high-net-worth inbound clients to review portfolio holdings and provide expert recommendations.
- Convert high-intent leads into investments in PMS , Mutual Funds , and AIF (Alternate Investment Funds) .
- Analyze financial data and market trends to guide client investments effectively.
- Evaluate customer requirements, ensuring alignment with their wealth management goals.
- Facilitate seamless client onboarding by coordinating with operations, product, and tech teams.
- Maintain and deepen relationships with existing clients to encourage repeat investments.
- Educate clients on tax implications and risk management strategies for their investments.
Required Skills & Qualifications:
- Education: Graduate/MBA/CA/CFA.
- Experience: 1–12 years in wealth management sales with expertise in PMS and Mutual Funds .
- Certifications: NISM Mutual Funds & PMS Distributor certificates (must be obtained within 1 month of joining).
- Strong communication skills and the ability to explain complex investment strategies in simple terms.
- Proficiency in market analysis and a client-centric approach.
Why Join Us:
- Work with a high-performing leadership and founding team.
- Competitive compensation and incentives.
- Opportunities for career growth in a flat organizational structure.
- Collaborative and dynamic work environment with ample learning opportunities.
Location: Multiple locations (preference for local candidates).
Working Days: 6 days as per business requirements.
-
Wealth Management Advisor- Wealth Client
4 weeks ago
Bangalore Urban, India Hireginie Full timeJob Title: Wealth Manager – PMS & Mutual Funds SalesAbout the Role:We are seeking a Wealth Manager to specialize in PMS (Portfolio Management Services) and Mutual Funds Sales, focusing on engaging high-net-worth clients (portfolio size of ₹50L+). The role involves leveraging advanced digital tools to deliver tailored investment solutions and drive sales...
-
Stack Wealth
2 weeks ago
Bangalore, India Stack Wealth Full timeCompany Description : Stack Wealth is a digital wealth management solution provider in Bengaluru. Our platform offers exclusive investment opportunities, personalized financial planning, and expert assistance to help everyday investors build wealth and grow their net worth. Our team comprises finance experts, AI specialists, data scientists, engineers,...
-
Wealth Management Advisor
3 days ago
bangalore, India Prosperr.io Full timeAbout Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals.Key...
-
Registered Investment Advisor
3 days ago
bangalore, India Stack Wealth Full timeCompany Overview Stack is a Y Combinator-backed wealth-tech startup revolutionizing private wealth management for India’s emerging affluent. Backed by top-tier investors like Harvard Management, Goodwater Capital, Kunal Shah (Cred), and Tanuj Shori (Squareyards), we’re building an innovative, tech-driven platform to democratize access to personalized...
-
Wealth Management Advisor
4 days ago
bangalore, India Prosperr.io Full timeAbout Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals.Key...
-
Wealth Management Advisor
4 days ago
bangalore, India Prosperr.io Full timeAbout Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals. Key...
-
Wealth Management Advisor
3 days ago
Bangalore, India Prosperr.io Full timeAbout Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals. Key...
-
Wealth Management Advisor
22 hours ago
bangalore, India Prosperr.io Full timeAbout Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals. Key...
-
Wealth Management Advisor
3 days ago
Bangalore Metropolitan Area, India Prosperr.io Full timeAbout Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals.Key...
-
Executive Director- Wealth Management
5 hours ago
bangalore, India Workforce Intelligence Full timeClient: Global Wealth Management Advisory Firm Experience: 15 + Years in Wealth Management Objective of the role: The role involves managing and developing relationships with segments – Professionals, Entrepreneurs and High-Net-Worth clients. The primary objective is to understand the clients' financial goals, provide personalized investment advice,...
-
Executive Director- Wealth Management
6 hours ago
bangalore, India Workforce Intelligence Full timeClient: Global Wealth Management Advisory FirmExperience: 15 + Years in Wealth Management Objective of the role:The role involves managing and developing relationships with segments – Professionals, Entrepreneurs and High-Net-Worth clients. The primary objective is to understand the clients' financial goals, provide personalized investment advice, and...
-
Senior Wealth Manager
2 days ago
bangalore, India Antal International Full timeWealth Manager / Sr. Wealth ManagerLocations - Hyderabad, Bengaluru, Chennai, Coimbatore, Delhi, MumbaiCompanyA leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The wealth management arm of the Company, is an investment...
-
Senior Wealth Manager
15 hours ago
bangalore, India Antal International Full timeWealth Manager / Sr. Wealth Manager Locations - Hyderabad, Bengaluru, Chennai, Coimbatore, Delhi, Mumbai Company A leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The wealth management arm of the Company, is an...
-
Senior Wealth Manager
21 hours ago
bangalore, India Antal International Full timeWealth Manager / Sr. Wealth ManagerLocations - Hyderabad, Bengaluru, Chennai, Coimbatore, Delhi, MumbaiCompanyA leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The wealth management arm of the Company, is an investment...
-
Senior Wealth Manager
4 weeks ago
Bangalore Metropolitan Area, India Antal International Full timeWealth Manager / Sr. Wealth ManagerLocations - Hyderabad, Bengaluru, Chennai, Coimbatore, Delhi, MumbaiCompanyA leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The wealth management arm of the Company, is an investment...
-
Wealth / Investment Advisor
1 day ago
bangalore, India Discoveries Quintessential Full timeRole Overview:As a registered investment advisor, you will be advising clients on how to build a global investment portfolio and craft personalized financial plans for Indian families aiming to fund their children's overseas education. You'll analyze the client’s needs, define the target corpus they need to fund their goals, and curate personalized ETF...
-
Human Resources Business Partner
2 days ago
bangalore, India Nuvama Wealth Full timeLocation: Mumbai/BengaluruAbout Nuvama: Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over - 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading...
-
Human Resources Business Partner
4 days ago
bangalore, India Nuvama Wealth Full timeLocation: Mumbai/Bengaluru About Nuvama: Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over - 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a...
-
Human Resources Business Partner
16 hours ago
bangalore, India Nuvama Wealth Full timeLocation: Mumbai/BengaluruAbout Nuvama: Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over - 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading...
-
Wealth Manager
4 days ago
bangalore, India Hireginie Full timeClient Financial Partner- DigitalAbout Our Client: Client is a wealth management company that combines the expertise of seasoned investment professionals with advanced technology.Job Title: Client Financial Partner- DigitalEducation: Graduate/ MBA/ CA/ CFAExperience: 2 - 6 years of experience in the wealth segment and a detailed knowledge about selling of...