Job description
This role is for one of the Weekday's clients Salary range: Rs 1800000 - Rs 2500000 (ie INR 18-25 LPA) Min Experience: 5 years Location: Mumbai JobType: full-time We seek an experienced wealth management professional with extensive expertise in handling portfolios exceeding ₹100 Cr for UHNI/HNI clients and family offices.
The ideal candidate possesses strong connections with top wealth platforms and has a demonstrated ability to enhance product adoption among sophisticated investor groups.
Key Responsibilities Establish and nurture strategic partnerships with wealth management firms, family offices, PMS/AIF platforms, and financial advisors.
Accelerate revenue growth by broadening the distribution of structured fixed income investment products through partner networks.
Forge new business relationships within the HNI/UHNI wealth sector and reinforce existing institutional partnerships.
Lead and guide a team focused on partner engagement, deal execution, and client service delivery.
Ensure smooth transaction processing, adherence to SLAs, and compliance with regulatory requirements throughout all partner interactions.
Qualifications At least 5 years of experience in private wealth management, institutional sales, or financial product distribution.
Demonstrated success in meeting and surpassing revenue targets within the financial services industry.
MBA, CA, or B.
Com degrees preferred, along with specialized certifications such as NISM V-A or Certified Wealth Manager (CWM).
Additional professional certifications (e.
g., CFA, CA, FRM, CFP) are considered a plus.
Benefits & Perks Opportunity for direct interaction and collaboration with senior leadership and key stakeholders across the financial services sector.
An entrepreneurial work environment that promotes high ownership and substantial decision-making authority.
The chance to play a significant role in the growth and strategic direction of a rapidly expanding organization.
Required Skills Relationship Management | Debt Investment | Financial Markets | Structured Investments | Fixed Income Products | Financial Communication | Analytical Skills | Presentation Skills | Stakeholder Management | Entrepreneurial Mindset Skills Wealth Management Portfolio Management Investment Portfolios Portfolio Optimization NISM V-A
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