Wealth Manager

The Wealth Manager role focuses on supporting clients through onboarding, portfolio management, and ongoing servicing. Success in this role means building long-term client relationships, delivering clear and compliant investment communication, and ensuring high-quality service across the client lifecycle.

This position works closely with the operations team and plays a key role in maintaining client trust, service standards, and long-term business growth.

• Conduct client onboarding meetings, explain service offerings, and complete risk profiling
• Communicate Mutual Fund solutions aligned to client goals, risk profile, and time horizon
• Schedule and conduct periodic portfolio reviews and track goal progress
• Address client servicing queries related to transactions, statements, and digital platforms
• Ensure all client communication follows compliance and regulatory guidelines
• Coordinate with internal operations teams for smooth transaction execution
• Educate clients on digital tools for portfolio tracking and self-servicing
• Maintain accurate client records, meeting notes, and service logs in CRM systems
• Support client satisfaction and referrals through timely and professional service

• 13 years of experience in wealth management, mutual funds, or financial services
• Relevant NISM certifications (mandatory)
• Educational background in Finance, Commerce, or a related field
• Strong understanding of mutual funds, asset allocation, and SIP/STP/SWP
• Ability to explain portfolio performance and goal progress clearly to clients
• Good verbal communication skills for client meetings and calls
• Working knowledge of MS Excel and PowerPoint
• Client-first mindset with a strong focus on ethics and long-term relationships
• Creativity and basic knowledge of social media or digital communication (preferred)