Senior Wealth Manager

1 day ago

Pune, Maharashtra, India ElementSkill Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Location: Mumbai, Pune

Relevant work of experience 7+ into Wealth management and who can join within 30 days

About the Role

We are seeking a highly motivated and experienced Wealth Management professional to join our team as Sr. Manager / Chief Manager / AVP. The role involves managing client relationships, providing financial advisory services, growing AUM, and delivering long-term value to investors through personalized solutions and strategic guidance.

Key Responsibilities

  • Develop and provide tailored financial solutions to clients based on their requirements and goals.
  • Conduct timely follow-ups with leads and engage them through broadcasts, research papers, and market updates.
  • Expand the client base by acquiring new clients, leveraging referrals, and building sustainable AUM.
  • Initiate and conduct periodic portfolio reviews for existing investors to ensure alignment with financial goals.
  • Upsell and cross-sell financial products across multiple wealth instruments while keeping clients updated on market trends.
  • Share regular updates with investors on schemes, research insights, and new opportunities.
  • Collaborate with the regional marketing and product teams to plan and execute client engagement and marketing activities.

Must-Have Skills

  • Strong socializing, networking, and relationship-building skills.
  • Excellent communication and listening skills with the ability to simplify complex financial concepts.
  • Confidence, professional presence, and strong presentation abilities with clients.
  • Analytical mindset with logical and numerical ability to assess client financial goals.
  • Resilience, emotional stability, and ability to perform under target-driven environments.
  • Ability to identify and capitalize on profit opportunities while adhering to compliance guidelines.
  • Strong ethical standards and adherence to regulatory requirements.

Desired Candidate Profile

  • 7–12 years of experience in Wealth Management, Financial Planning, or Investment Advisory.
  • Proven track record in AUM generation (minimum ₹30 Cr).
  • Exposure to diverse wealth instruments including Insurance, FD, Mutual Funds, PMS, AIF, etc.
  • Relevant industry certifications (e.g., CFP, NISM, CFA) will be an added advantage.

Why Join Us?

  • Opportunity to work with a leading wealth management team across multiple locations.
  • High-growth role with strong career progression opportunities.
  • Exposure to premium clients and comprehensive wealth solutions.

Job Types: Full-time, Permanent

Pay: ₹1,500, ₹2,500,000.00 per year

Application Question(s):

  • What is your total work experience?
  • What is your relevant work experience into wealth management?
  • What is your current CTC?
  • What is your expected CTC?
  • What is your notice period?

Experience:

  • Wealth management: 7 years (Required)

Work Location: In person

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