Senior Wealth Manager

Role Purpose
Own and grow the Mutual Fund vertical — managing large HNI portfolios, delivering investment advisory, acquiring new relationships, and representing the firm as a credible brand in the market.

Key Responsibilities
▸ Manage HNI client portfolios of 5 Cr–10 Cr+; conduct portfolio reviews, rebalancing, and performance reporting
▸ Design customised investment plans across equity, debt, hybrid, and goal-based mutual fund strategies
▸ Acquire new HNI clients through referrals, events, and community engagement; drive AUM growth targets
▸ Cross-sell mutual funds to the firm's existing insurance client base
▸ Represent the firm at investor meets, AMC events, and industry forums — upholding a professional brand image
▸ Ensure full SEBI / AMFI compliance, KYC documentation, and regulatory adherence
▸ Coordinate with AMCs, RTAs, and internal operations for seamless client execution

Skills & Competencies
▸ Deep expertise in mutual fund products, fund analysis, and portfolio construction
▸ Proven track record managing high-value HNI relationships with high transaction volumes
▸ Strong understanding of taxation, asset allocation, and financial planning for HNI clients
▸ Excellent communication and presentation skills — confident in client and public settings
▸ Ability to independently build and scale a business vertical

Qualifications
▸ Graduate / Postgraduate in Finance or Management (MBA Finance preferred)
▸ NISM Series V-A certified (mandatory)
▸ 7–12 years of experience in Mutual Fund distribution or Wealth Management
▸ Minimum 3–5 years of direct HNI client handling with 5 Cr+ portfolio exposure