Wealth Manager

ABOUT THE ROLE

As a Wealth / Relationship Manager for Savart, you will manage a portfolio of clients and bring in new ones. Sales is a core part of this role you will 

onboard new clients, understand their financial goals, and convert them into long-term Savart One customers. You will also manage existing relationships, 

acting as each client's main point of contact for their investments, insurance, tax, and financial planning needs.

KEY RESPONSIBILITIES

• Own end-to-end relationships for a portfolio of Savart clients, serving as their dedicated wealth manager.

• Conduct financial goal setting & risk-profiling conversations and translate them into personalised investment and financial plans.

• Advise clients across asset classes insurance, tax planning, and debt in line with Savart's research & compliance framework.

• Conduct regular portfolio reviews and proactively rebalance plans as client goals, markets, or life events change.

• Be available to clients for ongoing queries and concerns, ensuring a high-touch, business hour accessible advisory experience.

• Partner with the research team to ensure recommendations are grounded in Savart's investment philosophy.

• Identify opportunities to deepen wallet share and cross-sell relevant Savart One offerings 

• Maintain meticulous, compliant records of all advice given, in line with SEBI RIA regulations.

• Contribute to client retention and satisfaction metrics and gather feedback to improve Savart's advisory offering.

WHAT WE'RE LOOKING FOR

• 3–5 years of experience in wealth management, private banking, financial planning, or investment advisory.

• Strong working knowledge of equities, mutual funds, insurance, and tax-efficient financial planning.

• NISM certification(s) required; RIA or a clear path toward the certification strongly preferred.

• Proven track record of managing and growing client relationships with measurable trust and retention outcomes.

• Excellent communication skills able to simplify complex financial concepts for clients at varying levels of financial literacy.

• High integrity and comfort operating within a regulated, compliance-first advisory environment.

• Self-starter mindset, comfortable in a fast-moving fintech/startup environment.

GOOD TO HAVE

• Existing experience with HNI/mass-affluent clients.

• Exposure to portfolio management services (PMS) or alternative investment products.

• Experience in direct sales or client acquisition, alongside advisory.

WHAT SAVART OFFERS

• Real ownership from day one your book, your growth trajectory. 

• A seat inside a fast-scaling, founder-led fintech backed by 50+ investors and ₹4,500+ Cr in assets under advisory. 

• Work alongside Savart's AI research engine instead of relying on gut calls 

• No ceiling on what you can earn or build the more clients you win and keep, the faster you grow wi