Wealth Manager- (5 Working Days)

We are looking for an experienced Wealth Manager who will be responsible for managing client relationships, understanding their financial goals, and providing suitable investment solutions across various financial products.

Key Responsibilities

• Manage and build strong relationships with existing and prospective clients.
• Understand clients financial goals, risk profiles, and investment requirements.
• Provide investment solutions across Equity, Mutual Funds, SIP, PMS financial products.
• Generate new business through client acquisition, referrals, and networking.
• Maintain regular communication with clients and provide timely market and portfolio updates.
• Achieve assigned business and revenue targets.
• Coordinate with internal teams to ensure smooth execution of client requirements.
• Ensure compliance with company policies and regulatory guidelines.
• Stay updated with market trends, investment products, and financial developments.

Requirements

• 2–5 years of relevant experience in Wealth Management, Broking, Investment Advisory, or BFSI.
• Good knowledge of financial markets and investment products.
• Strong communication and relationship-management skills.
• Client acquisition and business development experience will be preferred.
• NISM certification will be an added advantage.
• Strong ability to understand client requirements and provide suitable solutions.

What We Offer

• Growth-oriented work environment
• 5-day working week
• Flexible and collaborative workplace
• Opportunities to build a long-term career in Wealth Management