Job Description: Wealth Manager
About Us:-
IIFL Securities Ltd. is one of India’s leading brokerage and financial advisory firms, serving over 3 million
customers across a comprehensive suite of services including equity, commodity, and currency
trading, as well as wealth management and investment banking. With a strong research-driven
approach and a client-centric philosophy, IIFL is committed to delivering innovative and customized
financial solutions. Join a legacy of trust, performance, and excellence in the Indian financial services
sector.
Job Summary:-
Job Title: Wealth Manager
Location: Ambadeep Building, KG Marg, New Delhi – 110001
Department: Wealth Management & Advisory
Reporting To: Regional Head – Wealth Management
As a Wealth Manager at IIFL Securities Ltd., you will be responsible for acquiring and managing a
portfolio of affluent clients and offering them tailored financial solutions. The role combines
relationship management with investment advisory and financial product sales, making it both
strategic and client-facing. You will serve as a trusted financial advisor, guiding clients on wealth
creation, capital preservation, and risk management across asset classes.
Key Responsibilities:-
Acquire and manage high-net-worth clients and their investment portfolios.
Build strong client relationships through effective communication, advisory support, and consistent
portfolio monitoring.
Sell a wide range of financial products:
1. Investment Products: PMS, AIFs, PE Funds, Mutual Funds, Structured Products (MLDs, NCDs),
Corporate FDs, Govt/Corporate Bonds
2. Insurance Solutions: Life, Health, Term & ULIPs - Loan Products: LAP, LAS, HL - NRI Investment
Solutions
3. Advisory Platforms: Smallcase, Purnartha
Provide tailored investment advice and portfolio strategies.
Ensure ongoing client satisfaction and resolve queries effectively.
Conduct regular meetings and generate new business through cross-selling
Required Qualifications:-
Proven experience in Relationship Management or Financial Sales.
Track record of achieving and exceeding performance targets.
Strong communication, negotiation, and analytical skills.
Proficiency in MS Office (especially Excel); familiarity with CRM platforms like Zoho.
High ethical standards and a client-centric approach.
Preferred Qualifications:-
Graduate or higher degree (MBA in Marketing/Sales preferred).
Preferred Certifications (not mandatory): NISM V-A, IRDA License, CFP, CFA Level 1, CWM,
NISM X-A/X-B.
Job Description: Wealth Manager
Desired Skills & Competencies:-
Excellent interpersonal and client-engagement skills.
Consultative sales approach.
Financial market knowledge and product understanding.
Problem-solving attitude and long-term relationship mindset.
Why Join Us:-
Attractive incentive structure and performance bonuses.
Access to premium investment platforms and CRM tools.
Transparent career progression and leadership grooming.
Opportunity to work alongside experienced professionals in the wealth domain.
Who Should Apply:-
This role is ideal for ambitious, client-focused professionals with a passion for financial markets and
wealth creation. If you are driven, articulate, and skilled at building strong client relationships, you’ll
thrive at IIFL. We welcome individuals with an entrepreneurial mindset, strong advisory instincts, and a
desire to grow in a performance-driven environment. Whether you're from a finance background or
have solid relationship management experience in other sectors, if you're eager to make an impact in
wealth management, we want to hear from you.
