Wealth Manager

Why Do We Exist?

Only a small percentage of Indians currently have access to structured wealth creation opportunities. Traditional advisory models are no longer enough to meet evolving customer expectations and we are here to change that.

Our vision is to simplify wealth management and build a customer-first platform that enables individuals to grow and manage their wealth with confidence.

Why Join Us?

• Backed by a large and trusted brand with an organic strong customer pull
• The best tech teams working to make client experience seamless and your work paperless
• Strong depth and breadth of product offerings for all clients from MFs to AIFs
• Access to a research team with an established track record of delivering alpha
• High-growth environment focused on continuous learning and career development

How Are We Different?

Customer First, Not Revenue First

We believe in building long-term relationships and delivering the right solutions for clients rather than pushing products.

Comprehensive Product Suite

Access to a wide range of wealth solutions including: Mutual Funds, PMS, AIF, GIFT City Products, Unlisted Opportunities, Bonds & others.

Technology-Driven Platform

Technology is at the center of everything we do:

• One unified platform for clients to manage their wealth.
• AI enables tech for Wealth Partners to make their work easy. Spend more time with clients and lesser time on backend work.

About the Role

"We are looking for people who genuinely want to help clients get to their financial goals by putting the client above themselves."

This role involves managing and growing client relationships, driving AUM growth, and delivering personalized investment solutions aligned with client needs.

What were looking for

Skills & Mindset

• You are someone who likes to stay updated and seeks to learn what is new in the world of wealth.
• You embrace technology and feel excited about how it can help you in your line of work
• You are organized, process oriented and have very high levels of ownership - you don't say "this is not part of my role"
• You enjoy building meaningful relationships with clients. You listen actively and come across as empathetic
• Above all, you put the client needs above yourself and the organization. You will fight for what is right for them.
• You understand how your actions translate to business metrics
• You genuinely collaborate with your colleagues and help them get better

Qualifications & Certifications

• Experience in Wealth Management / Financial Services preferred
• Certifications such as NISM / AMFI mandatory; CFP / CFA preferred