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.

Requirements

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