Junior Wealth Manager (Remote)

Udayan on Money; India; On-site; INR 540,000 - 660,000; Full time

Benefits offered by this job

Annual AI tools budget

Job summary

Udayan on Money seeks a high-integrity professional to own the entire client journey from first conversation to long-term relationship. You will engage real investors, understand goals, build trust, and guide wealth growth in a remote, high-ownership culture.

This role emphasizes mutual funds expertise, goal-based investing, and proactive client engagement. Expect performance-linked upside and opportunities to collaborate with the founder on playbooks.

Qualifications

• 1-4 years in mutual fund / wealth sales.
• Strong on calls, clear thinking, high ownership.
• Understands mutual funds and basic asset allocation.
• Comfortable with CRM, Excel, WhatsApp and email workflows.

Responsibilities

• Handle inbound and outbound calls with qualified leads and drive conversions.
• Run structured discovery conversations and make goal-based recommendations.
• Coordinate onboarding: risk profiling, SIP, lumpsum, STP, SWP and documentation.
• Maintain CRM notes, follow-ups and proactive client engagement.

Skills

Communication

Lead qualification

Discovery conversations

Ethical selling

Education

AMFI / NISM VA certification

Tools

CRM

Excel

WhatsApp

Email workflows

Job description

Experience: 1-3 years of working experience in the financial services space.

Compensation:

₹6 LPA to + high performance incentives

(Higher fixed for candidates with strong relevant experience)

In Addition, You Will Receive

• Annual AI tools budget

Location:

Remote

About The Role

You will own the entire client journey from first conversation to long-term relationship.

This is not a backend servicing role.

You will speak to real investors, understand their goals, build trust, help them take action, and stay with them as their wealth grows.

I'm looking for a high-integrity and high-intelligence person for this position.

What You'll Be Responsible For Client Acquisition & Conversion

• Handle inbound and outbound calls with qualified leads
• Run structured discovery conversations
• Do goal-based, suitability-led recommendations
• Drive closures in an ethical, no-pressure manner

Onboarding & Portfolio Execution

• Risk profiling and asset allocation conversations (simple language)
• Assist with SIP, lumpsum, STP, SWP implementation
• Coordinate documentation and transactions end-to-end

Relationship Management

• Conduct periodic review calls
• Track portfolio progress vs goals
• Proactively follow up and deepen client engagement

Operations & Systems

• Maintain clean CRM notes and pipeline hygiene
• Ensure timely follow-ups and zero lead leakage
• Resolve client queries with ownership

Founder's Office Collaboration

• Improve pitch flows and client communication
• Contribute to conversion and retention playbooks
• Help build a world-class client experience

Who This Role Is For

• 1 to 4 years in mutual fund / wealth sales
• Strong on calls. Clear thinking. High ownership.
• Understands mutual funds and basic asset allocation
• Comfortable with CRM, Excel, WhatsApp, and email workflows
• AMFI / NISM VA certified (or willing to complete quickly)

Success in This Role Looks Like

• High lead client conversion rate
• Consistent net SIP book and net inflows added monthly
• Review calls completed on time
• Fast client response time
• High client retention and satisfaction

What You Get

• Direct exposure to the founder and business building
• A high-trust, high-ownership remote culture
• Real learning in goal-based investing and client psychology
• Performance-linked upside (this is a growth role, not a fixed-salary ceiling role)