Senior Wealth Manager (Remote)

Remote

Experience: 3+ years of working experience in the financial services space.

Compensation: ₹10-15 LPA to + performance incentives
(exact numbers depend on experience)

In addition, you will receive:

• Annual AI tools budget

Location: Remote

About the Role

You will own the entire client journey from first conversation to long-term relationship.

This is not a backend servicing role.

You will speak to real investors, understand their goals, build trust, help them take action, and stay with them as their wealth grows.

I'm looking for a high-integrity and high-intelligence person for this position.

What You’ll Be Responsible For

Client Acquisition & Conversion

Handle inbound and outbound calls with qualified leads
Run structured discovery conversations
Do goal-based, suitability-led recommendations
Drive closures in an ethical, no-pressure manner

Onboarding & Portfolio Execution

Risk profiling and asset allocation conversations (simple language)
Assist with SIP, lumpsum, STP, SWP implementation
Coordinate documentation and transactions end-to-end

Relationship Management

Conduct periodic review calls
Track portfolio progress vs goals
Proactively follow up and deepen client engagement

Operations & Systems

Maintain clean CRM notes and pipeline hygiene
Ensure timely follow-ups and zero lead leakage
Resolve client queries with ownership

Founder’s Office Collaboration

Improve pitch flows and client communication
Contribute to conversion and retention playbooks
Help build a world-class client experience

Who This Role Is For

3 to 4 years in mutual fund / wealth sales / client servicing
Proven experience of advising portfolios over ₹50 lakhs
Strong on calls. Clear thinking. High ownership.
Understands mutual funds and basic asset allocation
Comfortable with CRM, Excel, WhatsApp, and email workflows
AMFI / NISM VA certified
Bouns points for managing & building a team

Success in This Role Looks Like

High lead → client conversion rate
Consistent net SIP book and net inflows added monthly
Review calls completed on time
Fast client response time
High client retention and satisfaction

What You Get

Direct exposure to the founder and business building
A high-trust, high-ownership remote culture
Real learning in goal-based investing and client psychology
Performance-linked upside (this is a growth role, not a fixed-salary ceiling role)

Name *

Email *

LinkedIn profile *

Upload a video where you introduce yourself in less than 60 seconds. *

Upload a video explaining how a long term portfolio must be diversified for growth. *

Do you have any other finance or investing specific certifications? If yes, please share the details below. *

Where do you currently work, and what is your position? *

If you get accepted for this role, how soon can you join? *

Have you previously worked in the wealth management space before, in any form? *

Are you currently working anywhere? If yes, what's your notice period? *

Write a WhatsApp message to a lead who said: “Markets are high, I’ll invest later.” *

Please share how you use AI in your day-to-day life, whether it's for work or in your personal life. Be honest here as if you get shortlisted, I'll be asking you specific questions about this. *

Who are your favorite authors and writers? Give me three names and why you like them. *

Have you gone through the job description, and are you okay with the work and the salary? *

Which NISM certificates or SEBI licenses do you have? *

Please share how you would allocate a 40-year-old doctor's portfolio who has an income of over ₹1 crore a year and wants to invest ₹60 lakhs with MoneyIQ. *

Made withBinary

About the Role

You will own the entire client journey from first conversation to long-term relationship.

What You’ll Be Responsible For

Client Acquisition & Conversion

Handle inbound and outbound calls with qualified leads

Run structured discovery conversations

Do goal-based, suitability-led recommendations

Drive closures in an ethical, no-pressure manner

Onboarding & Portfolio Execution

Risk profiling and asset allocation conversations (simple language)

Assist with SIP, lumpsum, STP, SWP implementation

Coordinate documentation and transactions end-to-end

Relationship Management

Conduct periodic review calls

Track portfolio progress vs goals

Proactively follow up and deepen client engagement

Operations & Systems

Maintain clean CRM notes and pipeline hygiene

Ensure timely follow-ups and zero lead leakage

Resolve client queries with ownership

Founder’s Office Collaboration

Improve pitch flows and client communication

Contribute to conversion and retention playbooks

Help build a world-class client experience

Who This Role Is For

3 to 4 years in mutual fund / wealth sales / client servicing

Proven experience of advising portfolios over ₹50 lakhs

Strong on calls. Clear thinking. High ownership.

Understands mutual funds and basic asset allocation

Comfortable with CRM, Excel, WhatsApp, and email workflows

AMFI / NISM VA certified

Bouns points for managing & building a team