We are looking for a results-driven Wealth Manager to support our fintech sales team. The role involves managing high-value client relationships, growing Assets Under Management (AUM), and delivering tailored financial solutions to high-net-worth individuals (HNIs).
Key Responsibilities- Manage and grow Assets Under Management (AUM) portfolios in the range of ₹80–100 crore
- Build and maintain strong relationships with HNI clients, banks, and fintech partners
- Conduct client meetings, presentations, and negotiations to achieve sales targets
- Monitor market trends in fintech and banking to provide relevant financial advisory solutions
- Collaborate with internal teams to ensure smooth client onboarding and service delivery
- Track portfolio performance and maintain accurate client relationship records
Required Skills & Qualifications- 3–6 years of experience in fintech, wealth management, or banking
- Proven experience managing HNI portfolios and AUM
- Strong relationship management and client advisory skills
- Excellent verbal and written communication abilities
- Ability to work in a target-driven environment
This role is being hired for our client through SKelite Talent Partners.
