Wealth Manager - B2C

Kissht; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Kissht is seeking a Wealth Manager to manage and grow relationships with HNI and affluent clients in Mumbai, focusing on achieving AUM growth and portfolio optimization. You will assess financial goals, risk tolerance, and horizon, and propose suitable wealth solutions.

Responsibilities include new client acquisition, portfolio reviews, and coordinating with product and operations teams to ensure seamless servicing. Strong communication and a track record with 5 Cr+ AUM are valued.

Qualifications

• Experience in Wealth Management/Private Banking or Investment Advisory.
• Proven ability to manage HNI/UHNI or affluent clients with significant AUM.
• Strong understanding of Mutual Funds and investment products.
• Skills in acquiring new clients and mobilising assets.
• Excellent communication, presentation and negotiation abilities.

Responsibilities

• Manage and deepen relationships with HNI/UHNI and affluent clients.
• Build and maintain a portfolio focused on AUM growth and retention.
• Understand financial objectives, risk appetite, horizon and portfolio needs.
• Provide investment solutions across Mutual Funds, Equity, Bonds, PMS, AIFs.
• Drive new client acquisition through referrals and prospecting.
• Identify opportunities to increase share of wallet and AUM.
• Develop long-term relationships and act as trusted investment partner.
• Conduct regular portfolio reviews and identify improvement opportunities.
• Track market trends and product developments; coordinate with teams to service clients.
• Maintain accurate records of interactions, portfolios and performance.

Skills

Relationship management

Client acquisition

Investment knowledge

AUM growth

Communication

Job description

We are looking for a Wealth Manager who will be responsible for managing and growing relationships with HNI and affluent customers, understanding their financial goals and investment requirements, and recommending suitable wealth and investment products.

The ideal candidate should have strong relationship management and client acquisition skills, a good understanding of Mutual Funds and investment products, and a proven track record of managing customers with 5 Cr+ AUM.

Key Responsibilities :-

• Manage and deepen relationships with HNI/UHNI and affluent customers.
• Build and maintain a strong portfolio of clients with a focus on AUM growth and client retention.
• Understand clients' financial objectives, risk appetite, investment horizon and portfolio requirements.
• Provide investment solutions across Mutual Funds, Equity, Bonds, PMS, AIFs and other wealth products, based on client suitability.
• Drive new client acquisition through referrals, networking, prospecting and other channels.
• Identify opportunities to increase share of wallet and AUM from existing clients.
• Develop long-term relationships with clients and become their trusted investment partner.
• Conduct regular portfolio reviews and proactively identify opportunities for portfolio improvement.
• Track market trends, investment opportunities and relevant product developments.
• Work closely with internal product, investment and operations teams to ensure seamless client servicing.
• Maintain accurate records of client interactions, portfolios, leads and business performance.
• Achieve defined targets across AUM, revenue, client acquisition and product penetration.

Requirement :-

• 2-7 years of experience in Wealth Management / Private Banking / Investment Advisory / Mutual Fund Distribution.
• Proven experience managing HNI/affluent clients with 5 Cr+ AUM.
• Strong understanding of Mutual Funds and investment products.
• Experience in client acquisition, relationship management and AUM mobilisation.
• Strong communication, presentation and negotiation skills.
• Ability to build long-term relationships with senior/high-value clients.
• Strong commercial orientation with a demonstrated track record of achieving business targets.
• Ability to independently manage a client portfolio and generate new business.

About Kissht

Kissht is one of Indias leading listed fintech companies, founded in 2016 by IIT/IIM alumni Ranvir Singh and Krishnan Vishwanathan. With 74.6 million registered users and 12.25 million customers across India, Kissht has built a strong digital financial services ecosystem.

As part of its next phase of growth, Profyt is expanding into the Mutual Fund Distribution (MFD) and Wealth Management business, creating a digital-first platform that connects customers, MFDs, IFAs, and wealth partners with seamless investment solutions, research, and technology-enabled wealth management services.