Wealth Management Associate at Growing Stars Consulting Private Limited · Delhi, Gurugram, Noida, Ghaziabad, Faridabad · 1 - 5 years · ₹2L - ₹4.5L / yr · Bootstrapped · Posted 12 Oct 2026
Job Summary
We are looking for a detail-oriented Wealth Management Associate with hands-on exposure to PEA, portfolio analysis, capital markets, and investment products. The candidate will support wealth management operations, portfolio analysis, client reporting, market research, and investment-related activities while ensuring accuracy and timely execution.
Key Responsibilities:
- Support wealth management operations, including trade execution, settlement, and reconciliation.
- Perform portfolio/equity analysis, asset allocation, performance tracking, and risk analysis.
- Conduct market research and track market trends, economic developments, and investment opportunities.
- Prepare client reports, portfolio statements, MIS, and analytical reports.
- Handle corporate actions, dividends, NAV movements, and other portfolio-related activities.
- Analyze financial statements, equities, mutual funds, ETFs, and other investment products.
- Coordinate with RM teams, PMS, and AIF teams for smooth portfolio operations.
- Handle client/internal queries and support process improvements and ad-hoc requirements.
Candidate Requirements:
- Minimum 6 months of relevant experience in Wealth Management Operations, Equity Research, Investment Advisory, or Portfolio Analysis.
- Strong understanding of capital markets and investment products.
- Exposure to Equities, ETFs, Mutual Funds, and Crypto instruments.
- Knowledge of portfolio analysis, equity/fund analysis, market research, and client reporting.
- Understanding of corporate actions, dividends, NAV movements, and financial statements.
- Experience with RM, PMS, or AIF setups will be preferred.
- Strong Advanced Excel and MIS reporting skills.
- NISM certification will be an added advantage.
Key Skills:
- Portfolio & Equity Analysis (PEA)
- Capital Markets & Investment Products
- Financial & Fund Analysis
- Advanced Excel & MIS
- Analytical & Problem-Solving Skills
- Attention to Detail & Accuracy
- Good Communication & Interpersonal Skills
- Ability to work under deadlines and in a fast-paced environment
- Flexibility to work in rotational shifts and rotational week offs
Shubham Vishwakarma
Full Stack Developer - Averlon
About Growing Stars Consulting Private Limited
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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)
Job Role: Asset Servicing Associate
Job Location: Gurugram (Onsite)
Job Type: Full Time.
Relevant Experience:
- Minimum 6 months experience in asset servicing or corporate actions processing.
- Exposure to dividends, bonuses, rights, mergers, splits, buybacks.
- Experience coordinating with custodians, NSDL/CDSL, brokers.
- Knowledge of entitlement processing and reconciliation
Key Skills:
- Corporate actions lifecycle
- Reconciliation & exception handling
- Excel & MIS reporting
- Documentation & regulatory compliance
- Stakeholder coordination
Job Role: Clearing & Settlement Associate.
Job Location: Gurugram (Onsite)
Job Type: Full Time.
Relevant Experience:
- Minimum 6 months experience in clearing & settlement or trade operations
- Hands-on exposure to T+1 / T+2 settlement cycles
- Experience with brokers, custodians, clearing corporations, exchanges (NSE/BSE)
- Knowledge of reconciliations, settlement breaks, exception handling
Key Skills:
- Trade lifecycle knowledge
- Clearing & settlement processes
- Reconciliation & break resolution
- Excel & MIS reporting
- Regulatory & NISM compliance awareness
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Full Stack Developer - Averlon