BC
Senior Wealth Specialist
Buoyant Capital · Pune · onsite · Posted 42d ago
Not disclosed3–5 yrsfulltimeSourced from
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About this role
Job Title: Senior Wealth Specialist
Location: Pune, Maharashtra
Experience: 3-5 years
Reporting To: Regional Head-Sales
Job Summary
We are seeking a dynamic Wealth Specialist to drive partner acquisition, empanelment, and relationship management with distributors, wealth advisors, and family offices. Based in Pune, you will promote our PMS and AIF products, conduct trainings, and contribute to business growth in a high-net-worth client ecosystem. This role demands strong product expertise, sales acumen, and a client-centric approach in India's competitive wealth management landscape.
Key Responsibilities
Identify and acquire new partners (distributors, wealth advisors, family offices) through targeted outreach, networking, and relationship-building.
Manage empanelment processes, ensuring seamless onboarding and compliance with SEBI regulations for PMS and AIF products.
Conduct product training sessions, webinars, and workshops to equip partners with in-depth knowledge of our offerings, performance metrics, and investment strategies.
Build and nurture long-term relationships with existing partners to drive AUM growth, cross-selling, and retention.
Analyze market trends, competitor products, and client feedback to refine sales pitches and training content.
Collaborate with internal teams (investment, compliance, marketing) to develop customized proposals and marketing collateral.
Track partner performance, generate reports on acquisition pipelines, and achieve quarterly business targets.
Stay updated on regulatory changes (e.g., SEBI guidelines for PMS/AIF) and ensure all activities comply with industry standards.
Required Qualifications and Experience
Bachelor's degree in Finance, Commerce, Economics, or MBA (Finance) preferred.
3-5 years of experience in wealth management, distribution sales, or relationship management within PMS, AIF, mutual funds, or brokerage firms.
Proven track record in partner acquisition and empanelment in the HNI/UHNI segment.
Essential Skills and Competencies
Deep product knowledge of PMS, AIFs, mutual funds, and alternative investments, including risk profiling, benchmarking, and performance attribution.
Strong sales and negotiation skills with expertise in CRM tools (e.g., Salesforce) and MS Office (Excel for reporting, PowerPoint for presentations).
Excellent communication and presentation abilities for training high-value clients and partners.
Analytical mindset to interpret financial data, market insights, and portfolio performance.
Relationship-building prowess with a proactive, target-oriented approach.
Familiarity with Pune's wealth ecosystem and regional networks is a plus.
What We Offer
Competitive salary, performance incentives, and growth opportunities in a leading PMS/AIF firm.
Comprehensive training on proprietary products and market trends.
Collaborative work environment with work-from-office setup in Pune.
How to Apply
Interested candidates should send their resume Senior Wealth Specialist - Pune.
Location: Pune, Maharashtra
Experience: 3-5 years
Reporting To: Regional Head-Sales
Job Summary
We are seeking a dynamic Wealth Specialist to drive partner acquisition, empanelment, and relationship management with distributors, wealth advisors, and family offices. Based in Pune, you will promote our PMS and AIF products, conduct trainings, and contribute to business growth in a high-net-worth client ecosystem. This role demands strong product expertise, sales acumen, and a client-centric approach in India's competitive wealth management landscape.
Key Responsibilities
Identify and acquire new partners (distributors, wealth advisors, family offices) through targeted outreach, networking, and relationship-building.
Manage empanelment processes, ensuring seamless onboarding and compliance with SEBI regulations for PMS and AIF products.
Conduct product training sessions, webinars, and workshops to equip partners with in-depth knowledge of our offerings, performance metrics, and investment strategies.
Build and nurture long-term relationships with existing partners to drive AUM growth, cross-selling, and retention.
Analyze market trends, competitor products, and client feedback to refine sales pitches and training content.
Collaborate with internal teams (investment, compliance, marketing) to develop customized proposals and marketing collateral.
Track partner performance, generate reports on acquisition pipelines, and achieve quarterly business targets.
Stay updated on regulatory changes (e.g., SEBI guidelines for PMS/AIF) and ensure all activities comply with industry standards.
Required Qualifications and Experience
Bachelor's degree in Finance, Commerce, Economics, or MBA (Finance) preferred.
3-5 years of experience in wealth management, distribution sales, or relationship management within PMS, AIF, mutual funds, or brokerage firms.
Proven track record in partner acquisition and empanelment in the HNI/UHNI segment.
Essential Skills and Competencies
Deep product knowledge of PMS, AIFs, mutual funds, and alternative investments, including risk profiling, benchmarking, and performance attribution.
Strong sales and negotiation skills with expertise in CRM tools (e.g., Salesforce) and MS Office (Excel for reporting, PowerPoint for presentations).
Excellent communication and presentation abilities for training high-value clients and partners.
Analytical mindset to interpret financial data, market insights, and portfolio performance.
Relationship-building prowess with a proactive, target-oriented approach.
Familiarity with Pune's wealth ecosystem and regional networks is a plus.
What We Offer
Competitive salary, performance incentives, and growth opportunities in a leading PMS/AIF firm.
Comprehensive training on proprietary products and market trends.
Collaborative work environment with work-from-office setup in Pune.
How to Apply
Interested candidates should send their resume Senior Wealth Specialist - Pune.
Sourced from foundit
Skills
PMSAifPowerpointMutual FundsMS OfficeExcelAlternative InvestmentssalesforceCRM Tools