Vserve Group
Website:
vservegroup.com
Job details:
Job Description
Position: Wealth Manager
Location: Malleswaram, Bengaluru
Role Overview
We are seeking dynamic and result-oriented Relationship Managers / Wealth Managers to drive client acquisition and portfolio management across a wide range of wealth management and financial products. The role involves building long-term client relationships, expanding the client base, converting qualified leads, and delivering comprehensive wealth management solutions.
Key Responsibilities
Acquire and manage clients for investment and financial products including Mutual Funds, Equities, Life Insurance, Health Insurance, Corporate Deposits, Bonds, PMS, AIF, Estate Planning, and related offerings.
Build and nurture long-term client relationships while managing and reviewing client portfolios.
Convert leads provided by the organization and generate additional business through self-sourcing.
Appoint and manage Business Associates to expand business reach.
Drive revenue generation across products and services while achieving defined business targets.
Provide clients with suitable wealth management, financial planning, and investment solutions.
Experience Required
Minimum 4 years of experience in client acquisition and sales, with a strong focus on Mutual Funds and Wealth Management products.
Desired Candidate Profile
Existing client network and proven ability to acquire and service HNI/retail clients.
Strong communication and interpersonal skills with proficiency in English.
Self-driven, target-oriented, and relationship-focused professional.
Educational Qualification
Graduate in any discipline.
Organizational Support & Infrastructure
The selected candidate will benefit from:
Guidance and support from a highly experienced wealth management team.
Robust mobile and web-based platforms for transaction execution, portfolio monitoring, and reporting.
Continuous learning and professional development opportunities through ongoing training and knowledge enhancement initiatives.
Product Suite
Equities
Mutual Funds
Life & General Insurance
PMS
AIF
Bonds
Company Deposits
Structured Products
Business Loans
Unlisted Equity
Services Offered
Wealth Management
Financial Planning
Retirement Planning
Equity Advisory
Investment & Insurance Portfolio Restructuring
Business Banking Solutions
Venture Capital Advisory
Succession & Estate Planning
Career Growth Opportunities
We are a rapidly growing organization with ambitious expansion plans. High-performing professionals will have the opportunity to assume leadership responsibilities at an early stage of the company's growth journey. Exceptional contributors may also be considered for Employee Stock Ownership Plans (ESOPs), subject to performance and value creation.
About the Organization
The company was founded in July’22 by seasoned financial services professionals with a cumulative industry experience exceeding 140 years in leading organisations like ICICI Bank, HDFC Bank, HSBC, Kotak, Rare Enterprises and Emkay. The organization has successfully built Assets Under Management (AUM) of over ₹275 Crores within less than four years of operations.
The firm is steadily strengthening its brand presence through YouTube, Instagram, and LinkedIn and is on the verge of launching regular digital advertising campaigns. The organization is also regularly featured in leading business publications such as Mint, Outlook Business, and Financial Express.
Compensation
Annual CTC: Up to ₹7 Lakhs
Attractive performance-linked incentives for business generated beyond 2x of employment cost.
Certification Requirement
NISM Series V-A (Mutual Fund Distributors Certification) – Mandatory.
Click on Apply to know more.