Senior Wealth Manager

3 weeks ago

Chennai, India Kalviro Ventures Full time

Wealth Manager

Location: Chennai

Company: Kalviro Ventures

Type: Full-Time

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About Kalviro Ventures

At Kalviro Ventures, we believe in building lasting financial partnerships. As "Your Wealth Partner," we offer bespoke investment solutions to high-net-worth individuals through Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Mutual Funds. With a focus on integrity, insight, and innovation, we empower our clients to achieve their long-term financial goals.

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Role Overview

We are looking for a dynamic and experienced Wealth Manager to join our growing team. The ideal candidate will have a strong background in wealth advisory and proven expertise in selling PMS, AIFs, and Mutual Funds to HNI clients. This role demands a blend of client acquisition, relationship management, and in-depth investment knowledge.

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Key Responsibilities


• Acquire, manage, and grow a portfolio of HNI and UHNI clients


• Understand client needs and provide suitable investment solutions across PMS, AIFs, and Mutual Funds


• Build customized financial plans and deliver holistic wealth management advice


• Achieve sales and revenue targets through a consultative approach


• Stay updated on market developments, product offerings, and regulatory changes


• Ensure strict adherence to compliance, regulatory, and operational frameworks


• Collaborate with internal research and product teams to enhance client offerings

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Qualifications & Requirements


• Education:


• Minimum: Bachelor's degree in Commerce (B.Com)


• Preferred: MBA in Finance or Marketing


• Certifications (Mandatory):


• NISM Series V-A (Mutual Fund Distributors)


• NISM Series XXI-A (Portfolio Managers)


• Experience:


• Proven experience in selling PMS, AIFs, and Mutual Funds


• Strong track record in client acquisition and relationship management

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Key Skills


• Deep understanding of financial products and capital markets


• Strong interpersonal and communication skills


• High level of professionalism, integrity, and client-first mindset


• Target-driven with a proactive approach to business development

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Compensation

Attractive fixed salary + Performance-based incentives + Growth opportunities

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To Apply:

Send your resume and a brief cover letter to

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