Wealth Management Associate at Growing Stars Consulting Private Limited · Delhi, Gurugram, Noida, Ghaziabad, Faridabad · 1 - 5 years · ₹2L - ₹4.5L / yr · Bootstrapped · Posted 23 Sep 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
About
Company social profiles
Similar jobs (5)
Skills & Experience
● Minimum 8 years of experience in sourcing and managing HNI clients in wealth management or related financial services.
● Strong understanding of Equity and Debt Capital Markets, mutual funds, insurance, and structured investment solutions.
● Familiarity with global markets and international investment products will be an added advantage.
● High level of comfort with technology platforms, digital tools, CRM systems, and AI-assisted advisory workflows.
● Excellent communication, presentation, negotiation, and relationship management skills with strong proficiency in English
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)
Key Responsibilities Client Acquisition & Relationship Management Acquire HNI, UHNI, Family Office, Corporate, and Affluent clients through networking, referrals, strategic partnerships, and business development initiatives. Develop and maintain long-term relationships by delivering personalized investment advisory services. Understand clients' financial goals, liquidity requirements, risk appetite, and investment horizons. Recommend suitable investment opportunities across fixed-income and alternative investment products. Build trust through proactive portfolio reviews and continuous engagement. Ensure exceptional client experience while maintaining high retention and repeat investment rates. Investment Advisory Advise clients on investment opportunities across: o Corporate Bonds o Secured Debt Instruments (SDIs) o Invoice Discounting o Asset Leasing o Other Alternative Investment Products Monitor market trends, interest rates, and economic developments to provide timely investment recommendations. Ensure investment recommendations align with clients' financial objectives and risk profiles. Stay updated on regulatory developments impacting investment products.
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
Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon