 
						Wealth Manager
1 week 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.
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