Tap Invest

Job Title: Wealth Manager

Location: Bengaluru

Department: Wealth Management

Employment Type: Full-Time

About the Role

We are looking for a highly driven, client-centric, and entrepreneurial Wealth Manager to acquire and manage High-Net-Worth Individuals (HNIs), Ultra-HNIs (UHNIs), family offices, corporates, and affluent investors. In addition to driving individual business growth, this role will play a key part in building and mentoring a high-performing wealth management team.

The ideal candidate will combine strong investment advisory expertise with leadership capabilities to grow client relationships, expand the business, and develop a team of Wealth Managers and Relationship Managers.

Key Responsibilities

Client Acquisition & Relationship Management

* Acquire new HNI, UHNI, corporate, and affluent clients through networking, referrals, and strategic partnerships.

* Build and maintain long-term relationships by providing tailored investment advice and exceptional service.

* Understand clients’ financial objectives, liquidity needs, risk appetite, and investment horizon.

* Present investment opportunities across unlisted debt products such as invoice discounting and asset leasing 

Business Development

* Own and achieve monthly, quarterly, and annual revenue, AUM, and investment targets.

* Expand the client base through strategic partnerships, referrals, and market networking.

* Identify new business opportunities and contribute to the growth of TAP’s wealth management business.

Team Leadership & People Management

* Recruit, interview, and onboard Wealth Managers and Relationship Managers in partnership with the HR team.

* Build and develop a high-performing wealth management team aligned with business goals.

* Coach, mentor, and support team members on client acquisition, investment advisory, relationship management, and sales excellence.

* Set individual and team performance goals and monitor progress through regular reviews.

* Drive productivity, accountability, and a performance-oriented culture.

* Conduct regular training sessions on investment products, market trends, compliance, and consultative selling techniques.

* Support succession planning and identify high-potential talent within the team.

Qualifications

* Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field.

* MBA (Finance) preferred.

* NISM, CFP, CFA, or equivalent certifications are an added advantage.

Experience

* 3–10 years of experience in Wealth Management, Private Banking, Investment Advisory, Capital Markets, or Financial Services.

* Demonstrated success in managing HNI/UHNI clients and consistently achieving revenue targets.

* Prior experience leading, hiring, or mentoring sales or wealth management teams is highly preferred.

* Strong understanding of fixed-income products and alternative investments.

Required Skills

* Deep knowledge of fixed-income and alternative investment products.

* Strong leadership, coaching, and people management skills.

* Proven ability to build, manage, and motivate high-performing teams.

* Excellent relationship management and consultative selling skills.

* Strong business development, networking, and negotiation abilities.

* Analytical mindset with sound financial acumen.

* Excellent communication and presentation skills.

* Proficiency in CRM systems, Microsoft Excel, and financial planning tools.

Key Performance Indicators (KPIs)

* Revenue generated

* Assets Under Management (AUM)

* Investment volume closed

* New client acquisition

* Client retention and repeat investments

* Team revenue and productivity

* Hiring and successful onboarding of team members

* Team retention and employee development

* Cross-selling and upselling performance

* Customer satisfaction (NPS/CSAT)

As an Analyst at Tap Invest, you’ll turn data into decisions. You’ll work with teams across

Product, Ops, Marketing, and Sales to uncover insights, solve real business problems, and

drive strategy.

This role is for someone who is comfortable working with data independently and can

support business teams with reliable analysis and reporting.

Key Responsibilities

● Gather, organize, and clean data from various sources including databases,

spreadsheets, and external sources to ensure accuracy and completeness.

● Write SQL queries to pull, validate, and clean data from production databases.

● Build and maintain dashboards, and generate KPI reports. Track performance

against targets and identify areas for optimization.

● Analyze user funnels and investment patterns to surface actionable insights.

● Prepare and present clear, concise reports and visualizations to communicate

findings and recommendations to stakeholders across teams.

● Document data definitions, metrics, and assumptions clearly for consistency and

reuse.

What We’re Looking For

● 1 to 2 years of experience in Data Analytics, Business Analytics, or a similar role.

● Comfortable writing in SQL and validating queries.

● Solid with Excel / Google Sheets (pivot tables, lookups, charts).

● Genuine curiosity about how businesses use data to make decisions.

● Experience with scripts for data automations.

● Prior projects involving production datasets.

Nice to Have

● Familiarity with pandas or any data manipulation library for advanced automations.

● Interest in capital markets, bonds, fixed income or FinTech.

● Exposure to AI tools