Wealth Manager

CHOICE WEALTH PRIVATE LIMITED

Wealth Manager

Full-Time • All Over Gujarat • Wealth Management Division

ABOUT THE ROLE

Choice Wealth Private Limited is looking for a Passionate and client-focused Wealth Manager to join our growing team in Gujarat. In this role, you will be the primary advisor for a curated client base, responsible for building Assets Under Management (AUM) through three focused channels — branch leads from our sister company Choice Equity Broking, a self-built network of Partners and Treasury Bussiness B2B Channel.

This is a high-ownership, front-facing role for someone who thrives on relationship-building, enjoys consultative selling, and wants to grow within one of India’s leading financial services groups.

ROLE AT A GLANCE

Company: Choice Wealth Private Limited

Location: Gujarat

Employment Type: Full-Time

Experience: 1–5 years in Wealth Management / Financial Advisory / Investment Sales

Reporting To: Branch Manager / Regional Wealth Head

Joining: Immediate joiners preferred

WHAT YOU’LL DO

1. Grow AUM through Branch Leads

• Engage and convert warm leads provided by the Choice Equity Broking branch network into active wealth clients.
• Conduct thorough financial profiling and needs assessments for each prospect.
• Recommend suitable investment solutions — Mutual Funds, PMS, AIF, Bonds, Fixed Deposits, and Insurance — aligned to client goals.
• Build long-term client relationships through regular portfolio reviews and proactive communication.

2. Onboard Partners & Build AUM

• Identify, approach, and onboard professionals as referral partners.
• Nurture ongoing relationships to generate a steady pipeline of HNI and affluent client referrals.
• Conduct product awareness sessions and co-engage on client meetings with partners.
• Track and grow AUM generated through the Partner channel with regular performance reporting.

3. Institutional Treasury Business

• Approach Companies using provided leads for treasury and corpus fund management mandates.
• Understand each institution’s surplus fund requirements, investment horizon, and compliance obligations.
• Offer tailored solutions in Debt Insturments.
• Engage with trustees, finance heads, and governing committees to pitch and close institutional mandates.
• Ensure complete documentation and seamless onboarding for all institutional clients.

WHAT WE’RE LOOKING FOR

Qualifications

• Graduate in Commerce, Finance, or Economics. MBA / CFP / CWM/CFA strongly preferred.
• NISM Series V-A (Mutual Fund Distributors) certification is mandatory. ARN registration preferred.
• NISM Series X-A (Investment Adviser) is an added advantage.

Experience

• 1–5 years in Wealth Management, Investment Advisory, or Financial Product Sales.
• Prior experience with Partner networks, HNI clients, or institutional / B2B treasury sales is a strong advantage.

Skills

• Deep product knowledge across Mutual Funds, PMS, AIF, Bonds, Fixed Income, and Insurance Preffered.
• Strong consultative selling and relationship management skills.
• Strong Communication Skills
• Self-motivated, target-driven, and highly accountable.
• Familiarity with SEBI and AMFI compliance requirements.
• Proficiency in CRM tools and MS Excel.

WHAT WE OFFER

• Competitive fixed CTC with performance-linked incentives and AUM-based payouts.
• Ready lead support — branch leads from Choice Equity Broking and institutional leads provided by the company.
• Access to a wide product basket across top AMCs, insurance companies, and fixed-income instruments.
• Structured training, certification support, and a clear career progression path.
• Opportunity to work with one of India’s leading and fastest-growing financial services groups.

How to Apply

Send your resume to prithvi.tilokani@choiceindia.com with the subject line “Wealth Manager — Gujarat”.

Choice Wealth Private Limited is an equal opportunity employer. We celebrate diversity and welcome applications from candidates of all backgrounds