Senior Wealth Manager (Remote)

Experience: 3+ years of working experience in the financial services space.

Compensation: ₹10-15 LPA to + performance incentives

(exact numbers depend on experience)

In Addition, You Will Receive

• Annual AI tools budget
  
  

Location: Remote

About The Role

You will own the entire client journey from first conversation to long-term relationship.

This is not a backend servicing role.

You will speak to real investors, understand their goals, build trust, help them take action, and stay with them as their wealth grows.

I'm looking for a high-integrity and high-intelligence person for this position.

What You'll Be Responsible For Client Acquisition & Conversion

• Handle inbound and outbound calls with qualified leads
• Run structured discovery conversations
• Do goal-based, suitability-led recommendations
• Drive closures in an ethical, no-pressure manner
  
  

Onboarding & Portfolio Execution

• Risk profiling and asset allocation conversations (simple language)
• Assist with SIP, lumpsum, STP, SWP implementation
• Coordinate documentation and transactions end-to-end
  
  

Relationship Management

• Conduct periodic review calls
• Track portfolio progress vs goals
• Proactively follow up and deepen client engagement
  
  

Operations & Systems

• Maintain clean CRM notes and pipeline hygiene
• Ensure timely follow-ups and zero lead leakage
• Resolve client queries with ownership
  
  

Founder's Office Collaboration

• Improve pitch flows and client communication
• Contribute to conversion and retention playbooks
• Help build a world-class client experience
  
  

Who This Role Is For

• 3 to 4 years in mutual fund / wealth sales / client servicing
• Proven experience of advising portfolios over ₹50 lakhs
• Strong on calls. Clear thinking. High ownership.
• Understands mutual funds and basic asset allocation
• Comfortable with CRM, Excel, WhatsApp, and email workflows
• AMFI / NISM VA certified
• Bouns points for managing & building a team
  
  

Success in This Role Looks Like

• High lead → client conversion rate
• Consistent net SIP book and net inflows added monthly
• Review calls completed on time
• Fast client response time
• High client retention and satisfaction
  
  

What You Get

• Direct exposure to the founder and business building
• A high-trust, high-ownership remote culture
• Real learning in goal-based investing and client psychology
• Performance-linked upside (this is a growth role, not a fixed-salary ceiling role)