Manager – Wealth

2 weeks ago

Chennai, Tamil Nadu, India AssetPlus Full time ₹ 1,04,000 - ₹ 1,30,878 per year

About AssetPlus

AssetPlus is a fast-growing fintech company providing innovative investment solutions. We are seeking a Manager – Wealth & Investment Services to lead and manage a team of financial experts and financial analysts, ensuring exceptional client service and business growth.

Key Responsibilities:

Team Leadership & Development

  • Lead, guide, and support a team of specialists in achieving performance benchmarks related to user portfolio management and engagement.
  • Conduct regular coaching sessions and performance reviews to enhance team effectiveness.
  • Design and implement training modules to upskill team members on market knowledge, coaching conversations, and investment tools.

Engagement & Relationship Building

  • Build meaningful relationships with users and prospects, ensuring consistent and informed engagement across touchpoints.
  • Oversee portfolio discussions and reviews to ensure optimal asset allocation and alignment with users' financial goals.
  • Support Specialist in addressing complex user queries and guiding them through the investment journey.

Strategic Growth Initiatives

  • Develop strategies to deepen knowledge across investment and protection categories (mutual funds, FDs, bonds, health and life insurance).
  • Encourage Specialists to identify,upsell opportunities and enhance overall portfolio value with AssetPlus.
  • Identify trends in investor behavior to guide planning and framework development.

Product & Market Expertise

  • Stay updated with macro trends, product developments, and regulatory changes.
  • Ensure the team is equipped with actionable knowledge of all investment offerings available on the platform.

Operational Excellence

  • Define and refine workflows to improve the quality and efficiency of conversations and review cadences.
  • Track key performance indicators and optimize activities using structured data analysis.
  • Regularly present insights and reports on engagement patterns, team performance, and user outcomes.

Role Requirements:

  • 5+ years of experience in financial coaching, portfolio management, or investment services.
  • Proven experience leading high-performance teams in a goal-oriented environment.
  • Strong understanding of investment instruments, personal finance, and user behavior.
  • Ability to inspire, influence, and drive consistent quality across team interactions.
  • Strong communication, analytical, and relationship management skills.

  • Wealth Acquisition Manager

    1 week ago

    Chennai, Tamil Nadu, India InCred Wealth Full time ₹ 50,000 - ₹ 28,00,000 per year

    Company DescriptionInCred Wealth is one of India's fastest-growing wealth management firms, managing overINR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries.Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise. We...

  • Wealth Manager

    2 weeks ago

    Chennai, Tamil Nadu, India 360 A complete Business Solutions Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Wealth Manager (Female Only)Location: Chennai, IndiaCompany: 360acbsIndustry: Financial Services / Wealth ManagementJob Type: Full-TimeExperience: 1–4 Years (Flexible depending on candidate profile)Gender Preference: Female Candidates Only (as part of diversity hiring initiative)About 360acbs:360acbs is a trusted name in the financial services industry,...

  • Wealth Manager

    2 weeks ago

    Chennai, Tamil Nadu, India PROFITMART Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionPROFITMART is an emerging Stock Broking house in India offering diversified investment options such as Equities, Derivatives, Currency, Commodities, IPO, and Mutual Funds. We provide expert knowledge and efficient trading software, supported by effective investing tools. PROFITMART aims to fulfill your desire to increase your profits...

  • Private Wealth Managers

    2 weeks ago

    Chennai, Tamil Nadu, India Geojit Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    We're Hiring : Private Wealth Managers - Geojit Private WealthAre you an experienced wealth professional with a passion for managing HNI relationships? Join one of the India's fastest-growing wealth platformsLocation : ChennaiWhat we offer :· Robust product suite & digital tools· Entrepreneurial freedom & growth· Client-first, performance-driven...

  • Wealth Manager

    2 weeks ago

    Chennai, Tamil Nadu, India TekPillar® Full time

    Role: Relationship Manager - Wealth Location: #Chennai #Tamilnadu Responsibilities Acquire & manage HNI clients, ensuring seamless service delivery. Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products. Manage & analyze client portfolios for performance and profitability. Drive cross-selling, deepen relationships, and...

  • Wealth Manager

    1 week ago

    Chennai, Tamil Nadu, India TekPillar® Full time

    Role: Relationship Manager - WealthLocation: #Chennai #TamilnaduResponsibilitiesAcquire & manage HNI clients, ensuring seamless service delivery.Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products.Manage & analyze client portfolios for performance and profitability.Drive cross-selling, deepen relationships, and enhance share...

  • Wealth Manager

    5 days ago

    Chennai, Tamil Nadu, India N J Macson Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Responsibilities:* Manage HNI client relationships* Oversee portfolio performance* Collaborate with investment teams* Develop wealth strategies* Sell mutual funds and investment products

  • Wealth Management Opportunity

    1 week ago

    Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 50,00,000

    Job DescriptionWe are seeking a talented and motivated individual to join our team as an Investment Portfolio Manager. This is an extraordinary opportunity for a self-driven, financially skilled professional with an eye for investment analysis and advisory.This internship is designed to provide practical exposure to wealth management simulation. As a Wealth...

  • Senior Wealth Management Leader

    6 days ago

    Chennai, Tamil Nadu, India beBeeWealthManagement Full time ₹ 6,00,000 - ₹ 8,00,000

    Role SummaryA Senior Leadership position in Wealth Management is available, requiring a seasoned expert to oversee the Global Wealth Management team.Key Responsibilities Include:Leading a team of experienced professionals in Wealth Management operations.Overseeing the management of Brokerage and Fiduciary functions, including account opening, maintenance,...

  • Wealth Management Specialist

    1 week ago

    Chennai, Tamil Nadu, India beBeeRisk Full time ₹ 30,00,000 - ₹ 50,00,000

    Job DescriptionWe are seeking a skilled Wealth Management Specialist to join our team. In this role, you will be responsible for managing high net worth individual client relationships. Your primary goal is to understand their financial situations, goals, risk appetite, and lifestyle needs to provide personalized wealth management solutions.Key...