Wealth Manager

Job description

Profyt, backed by Kissht, is building a technology-led investment and wealth platform to make investing simple, accessible, and seamless for our consumers. Kissht is one of India’s leading listed fintech companies, founded in 2016 by IIT/IIM alumni Ranvir Singh and Krishnan Vishwanathan . With 74.6 million registered users and 12.25 million customers across India, Kissht has built a strong digital financial services ecosystem. As part of its next phase of growth, Profyt is expanding into the Mutual Fund Distribution (MFD) and Wealth Management business, creating a digital-first platform that connects customers, MFDs, IFAs, and wealth partners with seamless investment solutions, research, and technology-enabled wealth management services. Role Overview We are looking for a Wealth Manager who will be responsible for managing and growing relationships with HNI and affluent customers , understanding their financial goals and investment requirements, and recommending suitable wealth and investment products. The ideal candidate should have strong relationship management and client acquisition skills, a good understanding of Mutual Funds and investment products , and a proven track record of managing customers with ₹5 Cr+ AUM . Key Responsibilities :- • Manage and deepen relationships with HNI/UHNI and affluent customers . • Build and maintain a strong portfolio of clients with a focus on AUM growth and client retention . • Understand clients' financial objectives, risk appetite, investment horizon and portfolio requirements. • Provide investment solutions across Mutual Funds, Equity, Bonds, PMS, AIFs and other wealth products , based on client suitability. • Drive new client acquisition through referrals, networking, prospecting and other channels. • Identify opportunities to increase share of wallet and AUM from existing clients. • Develop long-term relationships with clients and become their trusted investment partner. • Conduct regular portfolio reviews and proactively identify opportunities for portfolio improvement. • Track market trends, investment opportunities and relevant product developments. • Work closely with internal product, investment and operations teams to ensure seamless client servicing. • Maintain accurate records of client interactions, portfolios, leads and business performance. • Achieve defined targets across AUM, revenue, client acquisition and product penetration . Must Have Experience :- • 3–8 years of experience in Wealth Management / Private Banking / Investment Advisory / Mutual Fund Distribution . • Proven experience managing HNI/affluent clients with ₹5 Cr+ AUM . • Strong understanding of Mutual Funds and investment products. • Experience in client acquisition, relationship management and AUM mobilisation . • Strong communication, presentation and negotiation skills. • Ability to build long-term relationships with senior/high-value clients. • Strong commercial orientation with a demonstrated track record of achieving business targets. • Ability to independently manage a client portfolio and generate new business. Why Join Profyt? • Founding team, not inherited desk • shape strategy and products from day one • Backed by stability • a listed, profitable parent gives you a strong platform to build on • Ready-made distribution • tap into a 74.6M+ existing customer base instead of cold-acquiring • Real ownership • early movers get outsized growth and impact as the vertical scales