Senior Wealth Manager Talent Leads HR Solutions

The Corporate Institute; Bengaluru; On-site; INR 1,400,000 - 2,200,000; Full time

Job summary

The Corporate Institute in Bengaluru seeks a Wealth Sales Manager focused on investment products (MF, PMS, AIF) with a strong track record in Wealth Management and HNI client servicing. The role emphasizes relationship management, strategic sales, and holistic wealth planning.

The ideal candidate has 5–8 years of experience, an MBA (Finance) and relevant certifications (NISM, CFP). You will drive AUM growth, coordinate with investment experts, and ensure adherence to regulatory requirements.

Qualifications

• MBA or equivalent postgraduate degree, preferably with Finance specialization.
• NISM certifications and CFP are highly desirable.
• 5–8 years of experience in Wealth Management, Private Banking or Investment Sales with HNI clients.

Responsibilities

• Build and maintain relationships with a portfolio of HNI clients and be their primary wealth advisor.
• Assess clients' goals, risk tolerance, and time horizon to offer investment, insurance, and wealth planning solutions.
• Conduct regular portfolio reviews and adjust allocations as needed.
• Prepare and present performance reports detailing returns, asset allocation and outlook.
• Achieve and grow AUM (target 250 Crores) across MF, PMS and AIF products.
• Cross-sell investment products to existing clients and identify new business opportunities.
• Collaborate with product specialists to deliver holistic financial solutions; stay updated on market trends and regulatory changes.
• Ensure compliance with KYC and risk management policies.

Skills

Relationship management

Sales

Wealth planning

Portfolio reviews

Client engagement

Communication

Market awareness

Financial advisory

Education

MBA or equivalent (Finance)

NISM certifications

CFP

Job description

We are seeking a highly motivated and experienced Wealth Sales Manager to join our team, focusing exclusively on investment products (Mutual Funds, Portfolio Management Services (PMS), and Alternate Investment Funds (AIF)) with a minimum Asset Under Management (AUM) target of 250 Crores. The ideal candidate will possess a strong background in financial services, exceptional relationship management skills, and a proven track record of achieving sales targets within the High-Net-Worth (HNI) segment.

Key Responsibilities:

Client Relationship & Portfolio Management:

• Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients, serving as their primary point of contact for all wealth management needs.
• Understand clients’ financial goals, risk tolerance, and time horizon to provide customized investment, insurance, and comprehensive wealth planning solutions.
• Conduct regular, in-depth portfolio reviews and recommend tactical and strategic adjustments based on dynamic market conditions and evolving client needs.
• Prepare and present periodic performance reports to clients, detailing portfolio returns, asset allocation, and market outlook.

Sales & Business Development:

• Achieve sales and revenue targets set by the business, specifically focusing on building and managing an AUM of at least 250 Crores exclusively across Mutual Funds, PMS, and AIF products.
• Proactively identify new business opportunities through client referrals, targeted networking, and effective cross-selling of investment products to existing client base.
• Develop and implement strategic sales plans to acquire new HNI clients and deepen relationships with current clientele.

Collaboration & Expertise:

• Work closely and collaboratively with internal product specialists (e.g., investment advisors, research analysts, insurance experts) to deliver holistic and comprehensive financial solutions.
• Stay updated on market trends, financial products, regulatory changes, and macroeconomic factors to provide timely and well-informed investment advice.

Compliance & Risk Management:

• Ensure strict compliance with all internal risk management policies, regulatory guidelines, and Know Your Customer (KYC) requirements.
• Maintain the highest ethical standards in all client interactions and transactions.

Qualifications & Requirements:

Education;

• Mandatory: Master of Business Administration (MBA) or equivalent postgraduate degree, preferably with a specialization in Finance.
• Relevant certifications (e.g., NISM certifications, CFP) are highly desirable.

Experience (YoE):

• A minimum of 5 to 8 years of relevant experience in Wealth Management, Private Banking, or Investment Sales, specifically dealing with HNI clients.
• Demonstrated success in achieving high sales targets and managing a significant AUM base (preferably 150 Cr) in a previous role.
• Proven expertise in selling investment-only products (MF, PMS, AIF).

Skills & Competencies:

• Exceptional communication and presentation skills for effective client engagement.
• Deep knowledge of financial markets, investment products (especially PMS and AIF), and wealth planning strategies.
• Strong analytical and problem-solving abilities.
• High level of integrity and commitment to client service.