Wealth Manager

About the job:Key Responsibilities:

1. Manage & Grow Client Relationships: Manage a portfolio of 40-50 clients with a current aggregate AUM of approximately 50-70 Cr, with the potential to scale the portfolio up to 100 Cr.

2. Acquire HNI, UHNI & NRI Clients: Acquire and manage relationships with HNI, UHNI, and NRI clients through networking, referrals, cold calling, market mapping, and other business development initiatives.

3. Drive Portfolio & Wallet Share Growth: Drive portfolio growth by initiating SIPs, securing additional capital commitments, and identifying opportunities to increase client wallet share.

4. Understand & Recommend Investment Products: Develop a strong understanding of Mutual Funds, Fixed Income/Bonds, PMS, AIFs, and asset allocation strategies and recommend suitable opportunities based on client requirements.

5. Deliver Exceptional Client Service: Ensure high standards of client satisfaction, retention, and service through proactive communication, regular follow-ups, and timely resolution of client requirements.

6. Build & Manage the Sales Pipeline: Generate leads, follow up consistently, conduct client meetings, and manage the sales pipeline from lead generation to conversion.

7. Deepen Existing Client Relationships: Identify opportunities to deepen relationships with existing clients, increase wallet share, and develop long-term partnerships.

8. Ensure Compliance & Quality Service: Maintain high standards of service while ensuring adherence to regulatory and compliance requirements throughout the client and investment lifecycle.

9. Stay Updated on Markets & Investments: Keep up to date with financial markets, market trends, economic developments, and investment products to provide relevant insights and opportunities to clients.

10. Achieve Business Targets: Take ownership of AUM growth, revenue generation, client acquisition, portfolio growth, and conversion targets and consistently work toward exceeding business goals.

To Succeed in This Role:

1. Bring high energy and enthusiasm to client acquisition and relationship management.

2. Take ownership of your clients, AUM, sales pipeline, and business targets.

3. Build trust and long-term relationships with HNI, UHNI, and NRI clients.

4. Be proactive in identifying new investment opportunities and expanding client wallet share.

5. Demonstrate strong commercial awareness and a results-driven mindset.

6. Stay curious and continuously build your knowledge of financial markets and investment products.

7. Be comfortable working in a fast-paced, target-driven environment.

8. Go the extra mile to deliver an exceptional client experience and achieve outstanding results.

Role: Trading, Asset & Wealth Management - Other

Industry Type: Financial Services (Asset Management)

Department: BFSI, Investments & Trading

Employment Type: Full-time, Permanent

Role Category: Trading, Asset & Wealth ManagementWho can apply:Only those candidates can apply who:have minimum 1 years of experienceare from Bangalore onlySalary:₹ 4,00,000 - 7,00,000 /yearExperience:1 year(s)Deadline:[hidden]:59:59Other perks:Free snacks & beveragesSkills required:Client Relationship, Business Development, Financial planning and Portfolio ManagementOther Requirements:1. 2+ years of relevant experience in Wealth Management, Portfolio Advisory, Private Banking, Financial Services, or a similar client-facing role.2. Experience managing HNI/UHNI/NRI clients and handling a sizeable client portfolio.3. Strong understanding of Mutual Funds, Fixed Income/Bonds, PMS, AIFs, and asset allocation strategies.4. Strong sales and business development orientation with proven ability to acquire clients and grow wallet share.5. Excellent communication, relationship management, negotiation, and presentation skills.6. Strong knowledge of financial markets, investment products, and market trends.7. Ability to simplify complex financial concepts and communicate investment opportunities clearly to clients.8. Strong follow-up skills and ability to manage the complete sales cycle from lead generation to conversion.9. High ownership, target orientation, and strong client-centric approach.10. MBA from a reputed B-school, CFA Level 2/3, or CA will be an added advantage.11. AMFI/NISM certification will be preferred.About Company:I Cap Financial Services is a group of passionate, experienced traders who started the firm in 2014 with an experience of 15 years in the stock market, seeing the ups and downs of the market.

We are a one-stop shop for all investment avenues. We not only offer solutions but also guide you through selecting the right investment opportunities.

Responsibilities

Key Responsibilities:

1. Manage & Grow Client Relationships: Manage a portfolio of 40-50 clients with a current aggregate AUM of approximately 50-70 Cr, with the potential to scale the portfolio up to 100 Cr.

2. Acquire HNI, UHNI & NRI Clients: Acquire and manage relationships with HNI, UHNI, and NRI clients through networking, referrals, cold calling, market mapping, and other business development initiatives.

3. Drive Portfolio & Wallet Share Growth: Drive portfolio growth by initiating SIPs, securing additional capital commitments, and identifying opportunities to increase client wallet share.

4. Understand & Recommend Investment Products: Develop a strong understanding of Mutual Funds, Fixed Income/Bonds, PMS, AIFs, and asset allocation strategies and recommend suitable opportunities based on client requirements.

5. Deliver Exceptional Client Service: Ensure high standards of client satisfaction, retention, and service through proactive communication, regular follow-ups, and timely resolution of client requirements.

6. Build & Manage the Sales Pipeline: Generate leads, follow up consistently, conduct client meetings, and manage the sales pipeline from lead generation to conversion.

7. Deepen Existing Client Relationships: Identify opportunities to deepen relationships with existing clients, increase wallet share, and develop long-term partnerships.

8. Ensure Compliance & Quality Service: Maintain high standards of service while ensuring adherence to regulatory and compliance requirements throughout the client and investment lifecycle.

9. Stay Updated on Markets & Investments: Keep up to date with financial markets, market trends, economic developments, and investment products to provide relevant insights and opportunities to clients.

10. Achieve Business Targets: Take ownership of AUM growth, revenue generation, client acquisition, portfolio growth, and conversion targets and consistently work toward exceeding business goals.

To Succeed in This Role:

1. Bring high energy and enthusiasm to client acquisition and relationship management.

2. Take ownership of your clients, AUM, sales pipeline, and business targets.

3. Build trust and long-term relationships with HNI, UHNI, and NRI clients.

4. Be proactive in identifying new investment opportunities and expanding client wallet share.

5. Demonstrate strong commercial awareness and a results-driven mindset.

6. Stay curious and continuously build your knowledge of financial markets and investment products.

7. Be comfortable working in a fast-paced, target-driven environment.

8. Go the extra mile to deliver an exceptional client experience and achieve outstanding results.

Role: Trading, Asset & Wealth Management - Other

Industry Type: Financial Services (Asset Management)

Department: BFSI, Investments & Trading

Employment Type: Full-time, Permanent

Role Category: Trading, Asset & Wealth Management