Wealth Management Executive

Key Responsibilities
 Coordinate with Asset Management Companies (AMCs), registrars and internal teams to ensure smooth and
timely execution of client requirements.
 Handle investor queries, service requests and client communication with professionalism and responsiveness.
 Ensure timely client servicing, follow-ups and closure of pending requirements.
 Make calls to prospective leads, understand their requirements and follow up consistently to support business
development.
 Maintain accurate and up-to-date client data, records and MIS.
 Support the team in account opening, transactions, KYC and related documentation processes.
 Maintain a high standard of accuracy, confidentiality and professionalism in all client-related activities.
 Take ownership of assigned tasks and ensure that commitments are followed through to completion.
 Time to time attending trainings organised by AMCs / wealth management communities for betterment of work.
Minimum Requirements
 2 years of relevant experience in:
o Wealth management and/or
o Mutual fund industry and/or
o Financial services
 Graduate in any discipline.
 Excellent interpersonal and communication skills.
Strong attention to detail and ability to maintain accurate records.
 Willingness to learn, adapt and develop knowledge of financial products and wealth management.
 Strong sense of accountability, ownership and responsibility.
 Relevant NISM certification/module qualification will be an added advantage.
What You Can Expect from Us
 Meaningful work where your contribution directly impacts clients and the business growth.
 A fulfilling career in the growing wealth management industry.
 Continuous learning and exposure to different aspects of wealth management.
 A supportive and collaborative work environment.
 Opportunity to take ownership and grow with the organisation.
What We Offer
 Attractive salary aligned with industry standards and relevant experience.
 Immense learning and growth opportunities.
 Performance-linked incentives based on your contribution and value addition.
 Opportunity to work closely with experienced professionals and gain practical exposure to wealth management.
Who We Are Looking For
We are looking for someone who does more than just complete assigned tasks—someone who takes ownership, asks questions, learns continuously and genuinely cares about getting things right for the client.

Work arrangement
No