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Company Description Alankit Limited, established in 1995, is a diversified FinTech conglomerate with a strong presence across Financial Services, RegTech, Channel Business, Managed Services, SDO, and Technology Solutions. Headquartered in Delhi and listed on both NSE and BSE, Alankit is a SEBI-registered entity (Registration Number: INZ000028539) recognized for its technology-driven service platform. The company leverages advanced technology, artificial intelligence, and automation to deliver integrated solutions across domestic and global markets. Its portfolio spans Trading, Wealth Management, Insurance, NPS, GST, DSC and eSign services, Remittance, Aadhaar and PAN services, Call Centres, Smart Card Solutions, SDO services, and Attestation/Apostille services. With a customer-centric approach and robust IT infrastructure, Alankit focuses on building trust, enabling client growth, and driving innovation within India’s evolving FinTech ecosystem.
Role Description This is a full-time, on-site Wealth Manager role based in Gujarat. The Wealth Manager will collaborate with clients to understand their financial goals, risk tolerance, and time horizons, and develop tailored financial and investment plans. This is Direct Sales profile which includes creating your Clientele in the open market.
Qualifications
Candidates should possess strong skills in Financial Planning and overall Finance to design comprehensive, goal-based strategies for clients.
Candidates from Financial Services Industry will be preferred.
Candidates should possess knowledge of Insurance products to recommend appropriate risk mitigation and protection solutions.
Candidates should possess excellent communication, client relationship management, and interpersonal skills to build trust and long-term partnerships.
Bachelor’s degree or higher in Finance, Commerce, Economics, Business, or a related field; professional certifications such as CFP, CFA, NISM are an advantage.
Prior experience in wealth management, financial advisory, banking, or investment services, with familiarity with Indian financial markets and regulatory frameworks.
Ability to work ethically, manage confidential information responsibly, and meet performance and compliance standards.
Work arrangement
No
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