Manager - Operations

About Lemonn
Lemonn is building a simple and trusted platform to make investing and wealth creation more accessible to every Indian. Our goal is to simplify the complexities of financial markets and empower users to make informed investment decisions.
We are focused on creating a seamless investing experience backed by technology, insights, and a strong customer-first approach. As we continue to grow, we are building innovative products and experiences to become a preferred wealth-tech destination for investors.
About The Role
We are seeking well-connected, resourceful, and client-obsessed Wealth Managers and Senior Wealth Managers to build and manage relationships with HNIs, UHNIs, family offices, and institutions at Lemonn. This role requires deep financial acumen, an intuitive understanding of investor needs, and the ability to curate personalized investment strategies with discretion and excellence.
What You Will Do
Build and manage an exclusive portfolio of HNI, UHNI, family office, and institutional clients, serving as their trusted advisor.
Understand client objectives and design customized investment strategies across relevant asset classes.
Leverage Lemonn's research and investment strategies to deliver differentiated opportunities.
Build impactful relationships with ecosystem partners and institutions to expand client opportunities.
Work closely with research, strategy, and partnerships teams to deliver seamless client outcomes.
Drive client satisfaction, portfolio growth, and ensure long-term relationship value.
What You Should Have
8–12 years of experience in wealth management, private banking, or investment advisory.
Strong knowledge of financial markets, portfolio management, and emerging asset classes.
Proven track record in managing and growing HNI, UHNI, and institutional relationships.
Strong relationship management, communication, and networking skills.
A client-first mindset with the ability to understand and address sophisticated investor needs.
Life at Lemonn
At Lemonn, we take pride in what we do and are committed to building a simple, innovative, and customer-focused investing experience. We believe in taking ownership, moving fast, learning continuously, and working together to build products that create meaningful value for our users.
Disclaimer
Lemonn is an equal opportunity employer committed to building a respectful and empowering work environment. We value diverse perspectives, fresh ideas, and unique points of view, and believe that an inclusive workplace enables us to grow, innovate, and create better experiences for everyone.

Work arrangement
No