Manager

Location: Bangalore
Experience: 6 to 8 years
Employment Type: Full-time

About Us

We are a leading Financial Planning and Investment Advisory firm with 20 years of experience in wealth management. Our expertise has been recognized with the CNBCTV18 Financial Advisors Award – All India National Category – Woman IFA in 2018 and 2019. We specialize in a diverse range of investment solutions, including mutual funds, insurance, equity, ETFs, PMS, AIF, international funds, and asset allocation strategies.

Role Overview

We are seeking a dynamic and result-oriented Manager to be the Second-in-Command (2IC) in the organization, working closely with the leadership to drive business strategy, ensure operational efficiency, manage teams, and oversee investment advisory services. The ideal candidate should have a strong financial product background, leadership capabilities, and the ability to manage multi-functional teams while ensuring business targets are met.

Key Responsibilities

1. Second-in-Command Leadership

• Act as the right hand to the management in decision-making, business strategy execution, and overall firm operations.
• Provide strategic inputs to optimize business processes, client servicing, and revenue generation.
• Step in for the leadership when required, ensuring seamless business continuity.

2. Team Leadership & Performance Management

• Lead, mentor, and manage a team of financial advisors, relationship managers, and operational staff.
• Set and monitor performance targets, ensuring team members meet their revenue and client acquisition goals.
• Conduct training and upskilling programs to enhance team knowledge on investment products and financial markets.

3. Client Advisory & Relationship Management

• Manage and oversee high-value client relationships, ensuring seamless financial planning and investment advisory services.
• Support the team in handling key clients, resolving escalations, and offering expert investment recommendations.
• Ensure superior client satisfaction through proactive engagement, portfolio reviews, and risk management strategies.

4. Business Development & Revenue Growth

• Drive AUM (Assets Under Management) growth, identify new business opportunities, and expand the client base.
• Work closely with the team to cross-sell investment products and maximize revenue streams.
• Conduct financial awareness programs, investment workshops, and client engagement activities.

5. Operations & Process Management

• Oversee day-to-day operations, ensuring smooth workflow between advisory, research, compliance, and back-office teams.
• Ensure timely execution of client transactions, investment processing, and reporting.
• Optimize internal processes to enhance efficiency and minimize operational risks.

6. Interdepartmental Coordination

• Act as the central point for coordinating between sales, advisory, operations, and compliance teams.
• Align client requirements with investment strategies, operational execution, and regulatory guidelines.
• Work closely with the management team to develop and implement scalable business strategies.

7. Investment Strategy & Portfolio Management

• Strong expertise in mutual funds, insurance, equity, ETFs, PMS, AIF, international funds, and asset allocation.
• Provide investment guidance based on market trends and economic analysis.
• Ensure portfolio optimization, risk assessment, and strategic rebalancing for client investments.

8. Compliance & Reporting

• Ensure the team follows SEBI, IRDAI, and other regulatory guidelines.
• Maintain accurate records of client interactions, transactions, and investment compliance documentation.
• Prepare business performance reports, risk analysis, and financial dashboards for senior management.

Key Requirements

• Educational Qualification: MBA (Finance) / CFP / CFA / CA or equivalent.
• Experience: [X+] years in wealth management, financial planning, investment advisory, and operations management.
• Proven leadership skills with experience in managing teams and driving business targets.
• Strong expertise in financial markets, investment products, and regulatory frameworks.
• Ability to acquire, manage, and retain HNI & UHNWI clients.
• Excellent communication, problem-solving, and strategic thinking skills.

Why Join Us?

• Be the Second-in-Command in a leading financial advisory firm with a strong market reputation.
• Lead a high-performing team and play a pivotal role in the firm's growth and expansion.
• Competitive salary with performance-based incentives and career advancement opportunities.
• Exposure to diverse investment products, high-net-worth clients, and cutting-edge financial strategies.

Please share your resumes to careers@dilzer.net with Subject Line Wealth Manager Role