Senior / Manager - Wealth

Kissht; Mumbai; On-site; INR 900,000 - 1,400,000; Full time

Job summary

Kissht is seeking a relationship-driven Wealth Manager to help clients build long-term wealth through investment solutions. You will acquire and manage affluent and HNI clients, leverage Kissht's digital-first platform, and grow a strong wealth book with a comprehensive suite of products.

The role focuses on portfolio advisory across Mutual Funds, Fixed Deposits, Bonds, NPS, PMS, AIFs, and other wealth products, with regular reviews, proactive advisory, and a consultative approach to deepen

Job description

We are looking for relationship-driven Wealth Managers who are passionate about helping clients build long-term wealth through investment solutions. At Kissht, you will have the opportunity to acquire and manage affluent customers, leverage a digital-first investment platform, and grow a strong wealth book while offering a comprehensive suite of investment products.

Key Responsibilities

• Client Acquisition & Relationship Management: Acquire and manage affluent and HNI clients through referrals, networking, and existing relationships.
• Portfolio Advisory: Understand clients' financial goals and recommend suitable investment solutions across Mutual Funds, Fixed Deposits, Bonds, NPS, PMS, AIFs, and other wealth products.
• Book Growth: Build, manage, and grow a high-quality investment portfolio by increasing AUM, SIP inflows, and overall client engagement.
• Relationship Deepening: Build long-term client relationships through regular portfolio reviews and proactive investment advisory.
• Digital Wealth Experience: Leverage Kissht's digital platform to deliver a seamless onboarding, investment, and servicing experience.
• Business Delivery: Achieve monthly acquisition, AUM, SIP, and revenue targets while ensuring high client satisfaction.

Who We Are Looking For

• Experience: 48 years of experience in Wealth Management, Mutual Fund Distribution, Financial Advisory, or Retail Banking.
• Client Network: Existing network of affluent, HNI, or investment-focused clients is preferred.
• Investment Knowledge: Strong understanding of Mutual Funds and other wealth products, including Bonds, FDs, PMS, AIFs, and NPS.
• Proven Performance: Demonstrated track record of consistently achieving AUM, acquisition, SIP, and revenue targets.
• Relationship Management: Strong client servicing, advisory, and relationship-building skills with a consultative approach.
• Growth Mindset: Self-driven professional with an entrepreneurial mindset and a passion for building a scalable wealth management business.

About Kissht

Kissht is one of India's leading listed fintech companies, making financial services simple, accessible, and technology-driven. Founded in 2016 by IIT/IIM alumni Ranvir Singh and Krishnan Vishwanathan, Kissht serves 74.6 million registered users and 12.25 million customers across India through its innovative digital financial solutions.

As part of our next phase of growth, we are expanding into the Mutual Fund Distribution (MFD) business to build a technology-led investment platform that empowers customers, MFDs, IFAs, and wealth partners with seamless investing, research, and digital-first solutions.