Wealth Management Executive
3 weeks ago
We are seeking a highly skilled Business Development Manager to join our team at MProfit, a rapidly growing wealth-tech company.
Company Overview:
MProfit is revolutionizing the way Indians track and manage their wealth. With backing from esteemed investors like Rainmatter (by Zerodha), we equip investors and wealth professionals with cutting-edge solutions for a clear, consolidated view of their financial assets.
As a robust, data-driven platform, MProfit aggregates diverse, multi-asset investment portfolios with precision and automation. We serve HNIs, UHNIs, and Family Offices in 300+ cities, collectively tracking 1.5 lakh+ portfolios.
Job Summary:
You will play a pivotal role in managing business development, overseeing growth, and client conversion across your city or region. Leveraging your experience in wealth management, fintech, or wealth-tech, you will identify, engage, and convert HNI and UHNI clients while expanding our presence through strategic lead management and high-impact client engagement.
Key Responsibilities:
- Lead Generation & Client Acquisition
- Leverage your expertise to generate high-quality leads, build a strong pipeline, and conduct in-person meetings with HNI/UHNI and Family Office prospects.
- Cultivate relationships with affluent clients, wealth managers, and financial advisors to showcase our wealth-tech solutions.
- Attend industry events to generate leads and promote our offerings.
- Sales Strategy & Market Insights
- Develop a strategic plan to drive client acquisition among HNI/UHNI clients and stay updated on industry trends.
- Conduct market research to understand client needs and tailor strategies accordingly.
- Relationship Building & Client Retention
- Build and maintain long-term relationships with clients, ensuring an excellent onboarding experience and continued satisfaction.
- Act as a trusted relationship manager, addressing client needs and providing tailored product demonstrations.
- Collaboration & Reporting
- Work closely with sales and product teams to align client feedback with product improvements and marketing initiatives.
- Maintain accurate records of client interactions, leads, and conversions, reporting on activities, pipeline growth, and performance metrics.
Requirements:
- Experience: 3+ years of Wealth Management / Wealth-tech experience in a high-impact business development role, with a focus on HNI/UHNI clients.
- Financial Acumen: A deep understanding of finance, investment asset classes, wealth management, and wealth-tech SaaS.
- Relevant Certifications: Financial certifications like CFA can be advantageous.
- Proven Skillset: Established familiarity with HNI/UHNI clients and a track record of meeting sales targets.
- Sales and Business Development Skills: Strong prospecting and relationship management skills.
- Communication Skills: Excellent interpersonal and presentation skills.
- Self-motivated & Independent: Comfortable working autonomously with a proactive approach.
- Tech-Savvy: Familiarity with CRM tools and comfort with financial software solutions.
What We Offer:
- Competitive Package: Attractive base salary ($80,000) and substantial performance-based incentives.
- Professional Growth: Opportunities for advancement within a fast-growing wealth-tech company.
- Rewarding Role: Engage in meaningful work by helping HNI/UHNI clients reshape their wealth management practices.
-
Wealth Manager
2 months ago
India Nuvama Wealth Full timeCompany Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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 Asia-based...
-
Nuvama Wealth | Wealth Manager | india
2 months ago
india Nuvama Wealth Full timeCompany Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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 Asia-based...
-
Wealth Management Advisor
1 month ago
India Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website: As a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and...
-
Wealth Management Advisor
1 month ago
India Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website: www.uniquewealthstrategies.comAs a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives,...
-
india Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website: As a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and...
-
india Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website: www.uniquewealthstrategies.comAs a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives,...
-
india Unique Wealth Strategies Full timeJob Description: As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company. Visit our Website: Job...
-
india Unique Wealth Strategies Full timeJob Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website:...
-
Portfolio Manager – Wealth Management
3 weeks ago
India Unique Wealth Strategies Full timeJob Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website:...
-
india Unique Wealth Strategies Full timeJob Description: As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company. Visit our Website: Job...
-
india Unique Wealth Strategies Full timeJob Description: As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company. Visit our Website: Job...
-
Executive Wealth Management Professional
4 weeks ago
India Unique Wealth Strategies Full timeAbout Unique Wealth StrategiesWe are a leading insurance and wealth management company based in the US, dedicated to delivering exceptional client service and tailored solutions. Our team is passionate about helping individuals achieve their financial goals.Job OverviewThis is an exciting opportunity for a skilled Portfolio Manager to join our team and play...
-
Strategic Sales Manager
4 weeks ago
India Unique Wealth Strategies Full timeJob DescriptionWe are seeking a highly skilled Strategic Sales Manager to join our team at Unique Wealth Strategies. As a key member of our organization, you will be responsible for providing dedicated support for our wealth management and insurance products.This role involves managing all aspects of client coordination, implementation, application,...
-
Stack Wealth | Accountant
4 weeks ago
india Stack Wealth Full timeStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...
-
india Neo Wealth and Asset Management Full timePosition: Unlisted - Markets About the Group Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to...
-
india Neo Wealth and Asset Management Full timePosition: Unlisted - Markets About the Group Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to...
-
Stack Wealth | Accountant | india
4 weeks ago
india Stack Wealth Full timeStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...
-
Stack Wealth | Accountant | india
4 weeks ago
india Stack Wealth Full timeStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...
-
AR Digital Wealth | Business Development Manager
2 weeks ago
india AR Digital Wealth Full timeRoles & Responsibilities:• Leverage on existing client base as a Bank RM to build a strong B2C business and drive sales of Mutual Funds and Structured Products.• Acquire clients independently and drive sales of Mutual Funds and Structured Products.• Conduct one-on-one meetings to close deals and provide tailored investment solutions.• Strategize and...
-
AR Digital Wealth | Business Development Manager
2 weeks ago
india AR Digital Wealth Full timeRoles & Responsibilities: • Leverage on existing client base as a Bank RM to build a strong B2C business and drive sales of Mutual Funds and Structured Products. • Acquire clients independently and drive sales of Mutual Funds and Structured Products. • Conduct one-on-one meetings to close deals and provide tailored investment solutions. • Strategize...
