Wealth Manager

4 days ago

Gurgaon, 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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