Wealth Manager

Weekday AI (YC W21); Hyderabad; On-site; INR 1,170,000 - 1,430,000; Full time

Job summary

A financial services company in Hyderabad is seeking a motivated professional for a full-time role in wealth management. You will drive sales of equity investment products and establish trust-based relationships with high-net-worth individuals (HNIs). The role involves managing investment portfolios, understanding client goals, and maintaining strong client engagement. Required qualifications include a graduate or postgraduate background in finance and proven experience in financial product sales with a focus on significant Asset Under Management (AUM).

Qualifications

• 3+ years experience in financial products sales.
• Experience managing significant AUM, ideally ₹20 crore or above.
• Strong understanding of risk-return dynamics in investments.

Responsibilities

• Drive sales of equity-focused investment products.
• Identify and onboard HNI clients.
• Build and manage a book of business focusing on AUM.
• Monitor market trends and provide timely updates to clients.

Skills

Direct selling of financial products

Handling HNI clients

Understanding of equity markets

Excellent communication skills

Relationship management

Education

Graduate or postgraduate qualification in finance or economics

Job description

Job Overview

Salary range: Rs 1,300,000 (ie INR 13 LPA)

Minimum Experience: 3 years

Location: Hyderabad

Job Type: Full‑time

This role focuses on driving growth in equity‑based investment products by building strong, trust‑led relationships with high‑net‑worth individuals (HNIs). As part of a wealth management and portfolio advisory function, you will play a critical role in understanding client financial goals, assessing risk profiles, and delivering tailored investment solutions. The position combines relationship management, sales ownership, and portfolio advisory, with a strong emphasis on Assets Under Management (AUM) growth and long‑term client engagement.

Key Responsibilities

• Drive sales of equity‑focused investment products, including Portfolio Management Services (PMS) and advisory offerings
• Identify and onboard HNI clients by leveraging personal networks, referrals, and market opportunities
• Understand client financial objectives, risk appetite, and investment horizons to recommend suitable portfolio strategies
• Build and manage a robust book of business with a focus on increasing and retaining AUM
• Provide timely market insights, portfolio updates, and performance reviews to clients to maintain confidence and transparency
• Achieve monthly and quarterly business targets aligned with organizational goals
• Monitor equity markets, stock performance, and broader market trends to refine investment recommendations
• Maintain strong coordination with internal teams to ensure seamless execution, reporting, and client servicing
• Share regular progress updates, pipeline status, and performance reports with reporting managers
• Ensure compliance with internal policies, regulatory requirements, and ethical investment practices

What Makes You a Great Fit

• Proven experience in direct selling of financial products, particularly PMS, equity advisory, or wealth management solutions
• Demonstrated capability in handling HNI clients and managing significant AUM, ideally ₹20 crore or above
• Strong understanding of equity markets, stocks, portfolio construction, and risk‑return dynamics
• Excellent communication and presentation skills, with the ability to explain complex financial concepts clearly and confidently
• Relationship‑driven mindset with the ability to build long‑term client trust and loyalty
• Self‑motivated, target‑oriented, and proactive in identifying new business opportunities
• Positive attitude with strong interpersonal skills and professional presence
• Graduate or postgraduate qualification with a solid foundation in finance, economics, or related fields