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Homeโ€บCompaniesโ€บAlpha Capitalโ€บSenior Wealth Manager/ Consultant
AC

Senior Wealth Manager/ Consultant

๐Ÿ“LOCATIONPune
๐Ÿ“ˆEXPERIENCE5 to 9 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryBFSI
๐Ÿ—“POSTED1 Aug 2026

01Overview

Role Overview We are hiring a high-performing Wealth Manager with strong HNI acquisition capability in Pune. This is NOT a pure servicing role. The candidate must have proven experience in independent client acquisition and fresh AUM mobilization. Key Responsibilities Independently acquire HNI / Ultra HNI clients Drive fresh AUM mobilization through self-sourcing & referrals Provide advisory across MF, PMS, AIF, Bonds & Direct Equity Conduct goal-based planning & asset allocation Maintain long-term advisory relationships Ensure SEBI / AMFI compliance Mandatory Criteria (Profiles without this may not be shortlisted) 5+ years in Private Wealth / Wealth Management Proven AUM mobilization track record Strong Pune HNI network AMFI Certified Compensation Competitive fixed + high performance incentives Leadership growth opportunity .

02What you'll need

Experience
5 to 9 Yrs
Employment Type
Full time
Programming languages
HNI acquisitionclient acquisitionMFPMSBondsasset allocationAUM mobilizationAIFDirect Equitygoalbased planning

03About ALPHA CAPITAL

BFSIIndustry
Full timeEmployment Type
PuneLocation
Not Disclosed ยท salary hidden by employer
5 to 9 Yrs ยท Pune
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
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