Wealth Management Specialist - Mutual Funds
Dimensions Wealth Management | Full-time | Gurugram, Haryana
Position Summary
Client-focused wealth management role combining relationship management, investment advisory, and business development to deliver comprehensive mutual fund solutions aligned with client financial goals.
Key Responsibilities (KRAs)
Client Engagement & Relationship Management
· Conduct client meetings to understand financial objectives, risk tolerance, and investment requirements
· Build long-term relationships through regular portfolio reviews and proactive service delivery
· Educate clients on mutual fund features, market trends, and investment strategies
Proposal Development & Investment Planning
· Analyze client situations and develop customized investment proposals with asset allocation strategies
· Prepare comprehensive financial plans with clear rationale and risk-return analysis
· Present proposals ensuring SEBI compliance and regulatory adherence
Fund Identification & Research
· Monitor and research mutual fund offerings across AMCs; identify high-quality funds based on performance metrics, fund manager track record, and expense ratios
· Stay updated on NFOs, scheme modifications, and regulatory changes
· Evaluate funds using quantitative metrics (Sharpe ratio, alpha, beta, rolling returns) and qualitative factors)
Business Development & Growth
· Identify new client acquisition opportunities through networking, referrals, and targeted outreach
· Develop strategies to expand client base and increase AUM
· Achieve monthly/quarterly revenue and AUM targets
Qualifications & Requirements
Education: Bachelor’s in finance/commerce/economics (MBA preferred) | Mandatory: NISM Series V-A
Experience: 2-3 years in wealth management, mutual fund distribution, or investment advisory with proven track record in client acquisition and AUM growth
Technical Skills: In-depth mutual fund knowledge, asset allocation expertise, financial analysis, proficiency in financial planning tools and MS Office, taxation understanding
Soft Skills: Excellent communication and presentation abilities, client-centric approach, high ethical standards, self-motivated with entrepreneurial mindset
Compensation
CTC: 7 Lac per annum
Reports to: Head of Wealth Management | Location: Gurgaon
Pay: ₹600,000.00 - ₹700,000.00 per year
Benefits:
- Cell phone reimbursement
- Provident Fund
Work Location: In person
