
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)

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It is passionate about diversity and cultivating our team’s potential. If you’re hungry
for a good opportunity, but don't meet every point in this job description, please apply
anyway!
As our Customer Support Generalist, you’ll be responsible for:
Supporting our internal Customer Experience Team by fulfilling Partner Requests
Uploading settings in Bulk for our Partners
Assisting in Property Management System Migrations
Adding newly translated articles to our Help Center and updating existing articles
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Assisting our Customer Success team with Booking Reviews
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So what kind of person are we looking for in this role? The person who will be successful
in this role will be:
Curious: By nature, you have a knack for learning the ins-and-outs of software
Going: You love going above and for teammates and customers
Detail Oriented: You have a unique ability to proactively identify and address all
customer concerns and colleague needs with thoroughness and precision.
Empathetic: You provide thoughtful communication which is the foundation of
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Outgoing: You are enthusiastic and confident in your ability to quickly connect with
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Now that we’ve told you what the job looks like, here are the qualifications we're looking
for in a candidate:
1+ years of experience working in Customer Support or Service
Willing and able to work in the CEST Time Zone
Fluent in Spanish
Strong communication skill and experience communicating difficult, technical
concepts in a professional and thoughtful way
An empathetic approach with the ability to understand customer pain points and
genuine desire to help our internal team resolve issues
A drive to identify creative ways to improve the customer experience and don’t
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The desire to dive into issues and understand what is going on beneath the surface.
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Familiarity with Property Management Systems and/or the vacation rental market
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Have a video conversation with someone on our Recruiting team. This is a high-level
conversation about your experience and interest, but also an opportunity for you to
learn more about us
Complete a writing assignment
Meet with our Manager of Global Support for a deeper dive video conversation
Meet with Director of Special Projects, and Head of Commercial
Speak with our Co-Founder as a final step
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goal. People enjoy working with you because they know they can trust you.
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Kaleidofin is a financial platform for the informal sector, which provides solutions tailored to the customer’s goals and are intuitive to use. We are working towards creating fair and transparent financial solutions that can target millions of customers and enterprises in India that don’t have easy access to formal financial planning.
In a very short time span, global investors such as Omidyar Network, Blume Ventures and well known individual investors have supported Kaleidofin’s well thought out business model with $2.8 million in seed funding.
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To know more about Kaleidofin, do visit our site https://kaleidofin.com/
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- Build enterprise ready back end architectures that can support millions of users in parallel
- Gain experience with hands on coding and independent ownership of software components
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- 2+ years’ experience in android software development and delivery
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- All experience should be from good product development or e-commerce background.
- Must have shown good stability in all your previous associations.
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- Should have actively used retrofit, work managers, android jetpack, Rx java, dagger, retrofit, android sdk, GIT/bitbucket, gradle/ant and very keen on exploring other proven tech stack.
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- Willingness to learn and write simple backend REST API’s (preferably in Java, spring boot & hibernate) without having to completely depend on backend engineers for delivery
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