Senior Wealth Manager

Wealth Management

1. Conduct research on Mutual Funds, PMS, AIF, SIF, and other investment products

and track their performance, strategies, and updates.

2. Initiate periodic client portfolio reviews and assist in portfolio rebalancing processes

based on investment objectives and market conditions.

3. Follow up with clients and address queries in a timely and professional manner.

4. Initiate, coordinate, and manage partnerships and empanelment processes with

PMS, AIF, and SIF providers.

5. Support the team in analysing investment opportunities aligned with client goals and

risk profiles.

Influencer and Content

1. Prepare research-based articles related to personal finance, mutual funds, and

investment concepts for the company website.

2. Conduct webinars for investors explaining market conditions, investment strategies,

and portfolio performance insights.

3. Create educational video content related to investments, financial planning, and

mutual fund concepts for platforms such as YouTube and Instagram.

4. Contribute to strengthening the firm digital presence and investor engagement

through consistent knowledge-based content.

Eligibility Criteria

1. Minimum 2 year of experience in finance, wealth management, banking,

financial advisory, or related field.

2. Prior experience in a Bank, Wealth Management firm, or Financial Services firm is an

added advantage.

3. Degree in Finance, Commerce, Economics, Business, or related field preferred.

4.NISM certified

Work Environment Expectations

1. Willingness to work in a startup environment with a small team (currently less than 3

members).

2. Comfortable handling multiple responsibilities across research, client coordination,

and content creation.

3. Proactive attitude with ability to take initiative and solve problems independently.