Senior Wealth Manager

Troth Insurance Broking & Consultants Pvt. Ltd.; Ahmedabad District; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Troth Insurance Broking & Consultants Pvt. Ltd. is seeking a professional for the Mutual Fund vertical. The role entails managing HNI portfolios, designing investment strategies, and acquiring new client relationships.

Qualified candidates should have substantial experience in mutual fund distribution and strong competencies in client management. The position also demands the ability to represent the firm effectively at investment forums while ensuring compliance with all regulatory requirements.

Qualifications

• 7–12 years of experience in Mutual Fund distribution or Wealth Management.
• Minimum 3–5 years of direct HNI client handling with ₹5 Cr+ portfolio exposure.

Responsibilities

• Manage HNI client portfolios of ₹5 Cr–₹10 Cr+ while conducting reviews.
• Design customised investment plans for various funds.
• Acquire new HNI clients through referrals and community events.
• Cross-sell mutual funds to the existing client base.
• Represent the firm at industry meets, maintaining a professional image.
• Ensure compliance with SEBI / AMFI and KYC regulations.
• Coordinate with AMCs and internal operations for client services.

Skills

Deep expertise in mutual fund products

Managing HNI relationships

Taxation and financial planning

Excellent communication skills

Ability to scale a business vertical

Education

Graduate / Postgraduate in Finance or Management

NISM Series V-A certification

Job description

Role Purpose

Own and grow the Mutual Fund vertical — managing large HNI portfolios, delivering investment advisory, acquiring new relationships, and representing the firm as a credible brand in the market.

Key Responsibilities

• Manage HNI client portfolios of ₹5 Cr–₹10 Cr+; conduct portfolio reviews, rebalancing, and performance reporting
• Design customised investment plans across equity, debt, hybrid, and goal-based mutual fund strategies
• Acquire new HNI clients through referrals, events, and community engagement; drive AUM growth targets
• Cross-sell mutual funds to the firm's existing insurance client base
• Represent the firm at investor meets, AMC events, and industry forums — upholding a professional brand image
• Ensure full SEBI / AMFI compliance, KYC documentation, and regulatory adherence
• Coordinate with AMCs, RTAs, and internal operations for seamless client execution

Skills & Competencies

• Deep expertise in mutual fund products, fund analysis, and portfolio construction
• Proven track record managing high-value HNI relationships with high transaction volumes
• Strong understanding of taxation, asset allocation, and financial planning for HNI clients
• Excellent communication and presentation skills — confident in client and public settings
• Ability to independently build and scale a business vertical

Qualifications

• Graduate / Postgraduate in Finance or Management (MBA Finance preferred)
• NISM Series V-A certified (mandatory)
• 7–12 years of experience in Mutual Fund distribution or Wealth Management
• Minimum 3–5 years of direct HNI client handling with ₹5 Cr+ portfolio exposure