Job Description

We seek a highly driven and experienced Wealth Manager / Investment Manager to lead our Private Wealth division. This role involves handling a team, driving client acquisition, delivering advisory solutions, and ensuring consistent business growth.

Key Responsibilities

Team Leadership & Performance Management

Lead, mentor, and manage a team of wealth executives or relationship managers. Train the team in product knowledge, client acquisition, and advisory skills. Set and monitor team targets for AUM growth and onboarding. Foster a collaborative, high-performance culture.
Client Acquisition & Relationship Management

Personally identify and onboard HNI and UHNI clients. Leverage networking and referrals to expand client base. Maintain long-term, trust-based relationships with clients.
Investment Advisory & Portfolio Strategy

Develop customized investment strategies aligned with client goals. Recommend Mutual Funds, PMS, AIF, Bonds, Insurance, and Loans. Conduct periodic portfolio reviews and optimize strategies.
Business Development & Revenue Expansion

Achieve individual and team targets for revenue and AUM. Drive cross-selling across wealth management products. Stay updated on market trends and new investment opportunities.
Operational Excellence & Compliance

Collaborate with tax, legal, and audit teams for integrated solutions. Ensure compliance with regulatory norms and company policies. Maintain MIS reports on client interactions and portfolio updates.

Qualifications

Bachelor's degree (BBA or equivalent degree in Business, Commerce, or Finance Master's degree (MBA or equivalent degree Finance / Marketing / Banking & Finance) Certifications such as NISM, CFP, CFA are an added advantage

Experience

5-10 years in Wealth Management, Private Banking, or Investment Advisory Experience handling HNI/UHNI clients Proven experience in team leadership and business development

Skills & Competencies

Exceptional leadership and team management skills Strong communication and interpersonal abilities Analytical mindset and attention to detail Target-driven, self-motivated approach Strong negotiation and presentation capabilities
Job Type: Full-time

Pay: ?800,000.00 - ?1,400,000.00 per year

Benefits:

Cell phone reimbursement Leave encashment
Work Location: In person