At TAP, we are redefining wealth creation by providing investors access to curated fixed-income and alternative investment opportunities. Our investment offerings include Corporate Bonds, SDIs, Invoice Discounting, Asset Leasing, and other high-yield investment products designed to help clients diversify and grow their portfolios.
We are looking for ambitious professionals who are passionate about wealth management, relationship building, and leading high-performing teams.
Role Overview
We are seeking a highly driven, client-focused, and entrepreneurial Wealth Manager to acquire, advise, and manage relationships with High-Net-Worth Individuals (HNIs), Ultra-HNIs (UHNIs), Family Offices, Corporate Treasuries, and Affluent Investors.
In addition to managing a portfolio of clients, this role will be responsible for building and leading a high-performing wealth management team by recruiting, mentoring, and driving sales excellence. The ideal candidate combines strong investment advisory capabilities with leadership skills to expand the firm's client base and revenue.
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.
Business Development
∙ Achieve monthly, quarterly, and annual revenue, AUM, and investment volume targets. ∙ Identify new business opportunities to expand TAP's Wealth Management business. ∙ Build strategic alliances with financial advisors, channel partners, wealth consultants, and referral networks.
∙ Drive cross-selling and upselling opportunities across the investment product portfolio. ∙ Contribute to business growth through market intelligence and client acquisition strategies.
Team Leadership & People Management
∙ Partner with the HR team to recruit, interview, and onboard Wealth Managers and Relationship Managers.
∙ Build, mentor, and develop a high-performing wealth management team. ∙ Coach team members on client acquisition, relationship management, consultative selling, and investment advisory.
∙ Set individual and team performance goals while conducting regular performance reviews.
∙ Foster a culture of accountability, collaboration, and high performance. ∙ Conduct regular product, compliance, and market knowledge training sessions. ∙ Identify and nurture high-potential talent while supporting succession planning initiatives.
Qualifications
∙ Bachelor's degree in Finance, Commerce, Economics, Business Administration, or a related discipline.
∙ MBA (Finance) preferred.
∙ Professional certifications such as NISM, CFP, CFA, or equivalent will be an added advantage.
Experience
∙ 3–10 years of experience in Wealth Management, Investment Advisory, Private Banking, Capital Markets, or Financial Services.
∙ Proven track record of managing HNI/UHNI clients and consistently achieving business targets.
∙ Prior experience in hiring, mentoring, or leading sales or wealth management teams is preferred.
∙ Strong exposure to fixed-income and alternative investment products.
Key Skills & Competencies
Investment Expertise
∙ Fixed Income Products
∙ Corporate Bonds
∙ SDIs
∙ Invoice Discounting
∙ Asset Leasing
∙ Alternative Investments
Business & Relationship Management
∙ HNI/UHNI Relationship Management
∙ Business Development
∙ Client Acquisition
∙ Consultative Selling
∙ Negotiation & Influencing
∙ Networking & Partnership Development
Leadership
∙ Team Building
∙ Hiring & Talent Acquisition
∙ Coaching & Mentoring
∙ Performance Management
∙ Stakeholder Management
Technical Skills
∙ Financial Analysis
∙ Portfolio Advisory
∙ CRM Platforms
∙ Microsoft Excel
∙ Financial Planning Tools
Key Performance Indicators (KPIs)
∙ Revenue Generated
∙ Assets Under Management (AUM)
∙ Investment Volume Closed
∙ New Client Acquisition
∙ Client Retention & Repeat Investments
∙ Cross-Sell & Upsell Performance
∙ Team Revenue & Productivity
∙ Hiring & Successful Onboarding
∙ Employee Development & Team Retention
∙ Customer Satisfaction (NPS/CSAT)
Why Join TAP?
∙ Opportunity to work with one of India's growing alternative investment platforms. ∙ Exposure to a wide range of fixed-income and structured investment products. ∙ Leadership opportunities with a high-growth wealth management business. ∙ Performance-driven culture with strong career progression.
∙ Collaborative and entrepreneurial work environment.
Pay: ₹327,778.24 - ₹1,284,280.92 per year
Benefits:
- Paid sick time
- Provident Fund
Work Location: In person
