Wealth Manager

Tarrakki; Ahmedabad District; On-site; INR 600,000 - 1,200,000; Full time

Benefits offered by this job

Uncapped variable pay

Incentives on cross-selling

Modern tech platform

Close involvement from the founding 团队

Chance to grow early in your career

Job summary

Tarrakki is building a fast-growing wealth-tech platform helping Indian families invest with proper advice behind every decision. You will acquire new clients, understand each client's goals, and recommend the right mix of mutual funds, PMS, AIF and fixed deposits, building your own book of business and staying with clients through reviews and market ups and downs.

You will run regular portfolio reviews, grow net equity AUM against your annual target, and cross-sell other products where it helps

Qualifications

• 1 to 3 years in mutual fund distribution, wealth management or investment advisory.
• NISM Series V-A certification (mandatory).
• Experience selling to or advising individual clients.
• Clear communication and the confidence to handle client objections.
• Comfort working with targets and being measured on results.
• A graduate degree; an MBA or finance background helps.

Responsibilities

• Acquire new clients and build a book across mutual funds, PMS, AIF and fixed deposits.
• Understand each client's goals and risk profile, and recommend suitable investments.
• Run regular portfolio reviews and keep clients informed when markets move.
• Grow net equity AUM against your annual target.
• Introduce clients to our other financial products where it genuinely helps them.
• Keep KYC, risk profiling and documentation clean and compliant.

Skills

Client acquisition

Communication skills

Sales experience

Education

Graduate degree

MBA or finance background preferred

Job description

Experience: 1 to 3 years

Employment type: Full-time

About us

We're a fast-growing wealth-tech platform helping Indian families invest with proper advice behind every decision. We distribute mutual funds, PMS, AIF and fixed deposits, and we're building the team that will take this to clients across the country.

About the role

You'll be the person clients trust with their money. You'll find new clients, understand what they're trying to achieve, recommend the right mix of products, and stay with them through reviews and market ups and downs. You'll build your own book of business and be measured on the AUM you grow.

What you'll do

• Acquire new clients and build a book across mutual funds, PMS, AIF and fixed deposits
• Understand each client's goals and risk profile, and recommend suitable investments
• Run regular portfolio reviews and keep clients informed when markets move
• Grow net equity AUM against your annual target
• Introduce clients to our other financial products where it genuinely helps them
• Keep KYC, risk profiling and documentation clean and compliant

What we're looking for

• 1 to 3 years in mutual fund distribution, wealth management or investment advisory
• NISM Series V-A certification (mandatory)
• Experience selling to or advising individual clients, not only servicing them
• Clear communication and the confidence to handle client objections
• Comfort working with targets and being measured on results
• A graduate degree; an MBA or finance background helps

Good to have

• CFP certification
• NISM Series X-A / X-B
• Exposure to PMS or AIF products
• An existing network of clients in your city

What we offer

• Uncapped variable pay, with accelerators above target
• Incentives on cross-selling other financial products
• A modern tech platform that takes care of the paperwork
• Close involvement from the founding team as you grow
• A real chance to build something early in your career