Careers
Kalviro Ventures LLP helps serious investors navigate PMS, AIFs, mutual funds, GIFT City strategies, and curated private-market ideas. We work with discipline, clear communication, and long-term relationships, not product pushing.
If that standards-first culture fits how you work, we would like to hear from you. We are an equal-opportunity employer and welcome applications from qualified professionals, subject to applicable law.
Open roles
Senior Wealth Manager, Chennai
Location: Chennai, Tamil Nadu (on-site; client meetings as required)
Focus: Client relationships across mutual funds, PMS, and AIF solutions for HNI and UHNI investors
You will grow and nurture high-value relationships. The role needs solid product knowledge across AMC platforms, careful suitability conversations, clean documentation, and reliable post-sales follow-through, working with operations and research colleagues.
Responsibilities
- Build and deepen HNI/UHNI relationships for mutual fund, PMS, and AIF allocations aligned to risk profiles.
- Meet agreed activity and revenue targets while following AMFI/APMI conduct rules and Kalviro’s internal policies.
- Coordinate KYC, onboarding, and transactions with operations; keep clients updated with factsheets, statements, and review meetings.
- Represent Kalviro at approved seminars, partner sessions, and digital channels.
- Keep CRM records and pipeline reporting accurate.
What we look for
- About five or more years in wealth management, private banking, or mutual fund / PMS distribution, with a clear client track record.
- Active AMFI registration preferred; working knowledge of PMS and AIF frameworks is essential.
- Clear English communication (Tamil or Hindi is a plus); comfortable explaining risk, liquidity, and fees without hype.
- Integrity, process discipline, and a client-first ethic.
What we offer
- Competitive fixed and variable pay linked to transparent targets.
- Access to Kalviro’s curated product shelf across PMS, AIF, GIFT City, mutual funds, and related private-market ideas.
- Operations and research support so client work stays organised.
How to apply
Email your resume and a short note on recent distribution experience to info@kalviroventures.com with the subject line Application: Senior Wealth Manager: [Your Name]. We aim to contact shortlisted candidates within two weeks.
No open role matching your skills? Still write in with your resume and preferred focus area. We keep strong profiles on file when roles open.
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Kalviro Ventures LLP | Chennai