Walk-in || Relationship Wealth Manager

Roles and Responsibilities

• Manage client relationships, understand their financial goals, and provide personalized investment solutions.
  
• Conduct market research to identify profitable opportunities for clients' portfolios.
  
• Execute trades on behalf of clients through brokers or AMCs (Asset Management Companies).
  
• Monitor market fluctuations and adjust client portfolios accordingly.
  
• Provide regular updates to clients on their investments' performance.
  

Desired Candidate Profile

• 1-2 years of experience in mutual funds sales, stock broking, wealth management, equity advisory, or related fields.
  
• NISM certification is an added advantage; knowledge of insurance products is desirable.