Investment Manager

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).

• 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

• 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.