
Wealth Manager
2 days ago
Location:
[Pune / Remote]
Salary Range:
₹65,000 – ₹1,20,000 per month (based on interview & experience)
About Shikshan Nivesh
Shikshan Nivesh is an education-first financial platform dedicated to simplifying
investing, markets, and personal finance
for retail investors, professionals, and entrepreneurs. Through our Private Wealth practice, we provide trusted, long-term wealth management solutions with a special focus on
mutual funds, fixed income, and disciplined portfolio strategies
.
About the Role
As a
Wealth Manager / Relationship Manager
, you'll play a pivotal role in acquiring and managing client relationships across retail, affluent, and emerging HNI segments. Your goal will be to build portfolios around
mutual funds and fixed income investments
, while guiding clients towards sustainable financial growth.
Key Responsibilities
- Acquire and manage relationships across
retail and emerging affluent clients
. - Advise clients primarily on
mutual funds, fixed income products, and systematic investing solutions
. - Build
long-term financial plans
tailored to client goals (wealth creation, retirement, children's education, etc.). - Deepen existing client relationships by increasing wallet share and AUM.
- Keep track of
market trends, regulatory changes, and product innovations
to deliver updated advice. - Coordinate with research/product teams to refine investment recommendations.
- Conduct
client sessions, webinars, and financial literacy workshops
for education and engagement.
Qualifications & Experience
- 2–5 years
of experience in financial advisory, retail wealth management, or related roles. - Strong understanding of
mutual funds and fixed income instruments
(mandatory). - Good communication and relationship-building skills.
- NISM Mutual Fund / Advisory certifications preferred (or willingness to pursue).
- Postgraduate qualification (MBA/Finance) is an advantage but not mandatory.
What We're Looking For
- Passion for
simplifying finance
and building trust with clients. - Ability to explain products and strategies in
simple, educational language
. - A client-first mindset, focused on
long-term relationships rather than transactions
. - Comfort with using technology platforms and CRM tools to manage portfolios.
Compensation & Benefits
Salary: ₹65,000 – ₹1,20,000 per month (based on experience & performance)
Opportunity to grow with an ambitious financial platform.
Career path in
retail and private wealth advisory
with strong learning exposure.
-
Private Wealth Manager
3 days ago
Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob DescriptionAscending Wealth Solutions LLP is seeking a highly motivated"Private Wealth Manager & Client Relationship Manager "to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.About Ascending Wealth Solutions LLP:Ascending Wealth...
-
Wealth Manager
7 days ago
Pune, Maharashtra, India Wealth First Portfolio Managers Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWith over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management...
-
Shriram Wealth
3 weeks ago
Pune, Maharashtra, India Shriram Wealth Limited Full timeMarket Lead/Sr. Market LeadJob Description: At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth.Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like...
-
Senior Wealth Manager
1 week ago
Pune, Maharashtra, India ElementSkill Full time ₹ 15,00,000 - ₹ 25,00,000 per yearLocation: Mumbai, PuneRelevant work of experience 7+ into Wealth management and who can join within 30 daysAbout the RoleWe 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,...
-
Key Account Manager
3 days ago
Pune, Maharashtra, India ink wealth Full time ₹ 6,00,000 - ₹ 12,00,000 per yearinkwealth #WeAreHiringWe're Hiring – Key Account Manager Company: ink wealth About Usink wealth is a fast-growing financial services firm committed to helping clients achieve their wealth-building and investment goals. We specialize in personalized financial solutions, investment planning, and wealth management strategies. Role OverviewWe are looking for a...
-
Wealth Manager
2 days ago
Pune, Maharashtra, India Right Advisors Private Limited Full time ₹ 15,00,000 - ₹ 30,00,000 per yearDear Candidates,Great OpportunityHiring for#WEALTH MANAGERLocation - PUNEExperience - 15+Role:-We are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in...
-
Wealth Manager
7 days ago
Pune, Maharashtra, India The Placement Academy Full time ₹ 12,00,000 - ₹ 18,00,000 per yearName of Position : Wealth ManagerNo of Positions Vacant : 14 positions/finance departmentCompany Name : The Placement AcademyCompany Profile/ URL : Qualification : Need to be a finance or graduate/mba onlyRelevant Industry : Banking Industry / Finance IndustryJob Description / Responsibilities :The Wealth Manager will be responsible for acquiring new clients...
-
Client Relationship Manager
2 days ago
Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 24,00,000 - ₹ 48,00,000 per yearJob descriptionJob Opening for PUNE Location Only:We are Hiring Client Relationship Manager to work for Financial & Wealth Generation ProductsCompany Description:Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm based in Pune. The founders are seasoned financial experts with over 16 years of experience in finance and...
-
Portfolio Development Manager
2 weeks ago
Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob Opening for Baner PUNE Location Only:We are Hiring:"Portfolio Development Manager"To work on Financial & Wealth Generation ProductsCompany Description:Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm located in Baner Pune. The founder is seasoned financial & Taxation experts with over 16+ years of experience, in finance...
-
Senior Wealth Manager
2 days ago
Pune, Maharashtra, India AIF & Pms Experts Full time ₹ 8,80,000 - ₹ 25,00,000 per yearJob descriptionDesignation:- Sr.Wealth ManagerJob Location:-Pune & NashikJob Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships....