Senior / Manager - Wealth

Job description

We are looking for relationship-driven Wealth Managers who are passionate about helping clients build long-term wealth through investment solutions. At Kissht, you will have the opportunity to acquire and manage affluent customers, leverage a digital-first investment platform, and grow a strong wealth book while offering a comprehensive suite of investment products. **Key Responsibilities** - **Client Acquisition & Relationship Management:** Acquire and manage affluent and HNI clients through referrals, networking, and existing relationships. - **Portfolio Advisory:** Understand clients' financial goals and recommend suitable investment solutions across Mutual Funds, Fixed Deposits, Bonds, NPS, PMS, AIFs, and other wealth products. - **Book Growth:** Build, manage, and grow a high-quality investment portfolio by increasing AUM, SIP inflows, and overall client engagement. - **Relationship Deepening:** Build long-term client relationships through regular portfolio reviews and proactive investment advisory. - **Digital Wealth Experience:** Leverage Kissht's digital platform to deliver a seamless onboarding, investment, and servicing experience. - **Business Delivery:** Achieve monthly acquisition, AUM, SIP, and revenue targets while ensuring high client satisfaction. **Who We Are Looking For** - **Experience:** 48 years of experience in Wealth Management, Mutual Fund Distribution, Financial Advisory, or Retail Banking. - **Client Network:** Existing network of affluent, HNI, or investment-focused clients is preferred. - **Investment Knowledge:** Strong understanding of Mutual Funds and other wealth products, including Bonds, FDs, PMS, AIFs, and NPS. - **Proven Performance:** Demonstrated track record of consistently achieving AUM, acquisition, SIP, and revenue targets. - **Relationship Management:** Strong client servicing, advisory, and relationship-building skills with a consultative approach. - **Growth Mindset:** Self-driven professional with an entrepreneurial mindset and a passion for building a scalable wealth management business. **About Kissht** Kissht is one of India's leading listed fintech companies, making financial services simple, accessible, and technology-driven. Founded in 2016 by IIT/IIM alumni **Ranvir Singh** and **Krishnan Vishwanathan**, Kissht serves **74.6 million registered users** and **12.25 million customers** across India through its innovative digital financial solutions. As part of our next phase of growth, we are expanding into the **Mutual Fund Distribution (MFD)** business to build a technology-led investment platform that empowers customers, MFDs, IFAs, and wealth partners with seamless investing, research, and digital-first solutions.