Job Description
Company Description Alankit Limited, established in 1995, is a diversified FinTech conglomerate with a strong presence across financial services, RegTech, channel business, managed services, and technology solutions. Headquartered in Delhi and listed on both NSE and BSE, Alankit is a SEBI-registered entity that drives digital transformation through advanced technology, artificial intelligence, and automation. The company offers a unified, technology-driven platform with solutions spanning trading, wealth management, insurance, NPS, GST, digital signatures, remittance, Aadhaar and PAN services, smart card solutions, and more. With a customer-centric approach, robust IT infrastructure, and a comprehensive portfolio, Alankit supports growth for clients while strengthening trust in Indias evolving FinTech ecosystem.
- Role Description The Wealth Manager role at Alankit is a full-time, on-site position based in Kolkata and Chennai. The Wealth Manager will be responsible for managing client portfolios, assessing financial needs, and developing tailored wealth management strategies aligned with client goals and risk profiles.
Interested candidates can share their CVs at anushruti@alankit.com
Company website - Alankit Limited -www.alankit.com / https://www.alankit.co.in / https://alankitassignments.com/
Department - Wealth Management KRA
Drive Mutual Fund gross mobilization, including fresh sales through Lumpsum investments and SIPs (Systematic Investment Plans)
Ensure consistent Net AUM (Assets Under Management) growth
Acquire and maintain new SIP registrations
Generate revenue through PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and Bonds
Conduct periodic portfolio reviews to align investments with client goals
Focus on client retention by delivering high-quality advisory services
Schedule and lead client review meetings to strengthen relationships and identify new opportunities
- Experience in PMS / AIF / Bonds Revenue /NCD/Loans is a must