Wealth Manager
A C Agarwal Share Brokers · Vadodara · onsite · Posted 44d ago
Undisclosed2–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
1. Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business.
2. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments.
3. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products.
4. Identify client needs, risk appetite, and financial goals to design appropriate investment strategies.
5. Achieve revenue and AUM (Assets Under Management) targets through cross-selling and upselling opportunities.
6. Conduct periodic portfolio reviews and ensure clients are updated on market trends, performance, and recommendations.
7. Collaborate with research and product teams to deliver value-added insights to clients.
8. Ensure compliance with regulatory guidelines (SEBI, RBI, and company policies) in all advisory and sales activities.
9. Maintain strong business development focus by acquiring new clients through networking, referrals, and bank/financial institution connections.
2. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments.
3. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products.
4. Identify client needs, risk appetite, and financial goals to design appropriate investment strategies.
5. Achieve revenue and AUM (Assets Under Management) targets through cross-selling and upselling opportunities.
6. Conduct periodic portfolio reviews and ensure clients are updated on market trends, performance, and recommendations.
7. Collaborate with research and product teams to deliver value-added insights to clients.
8. Ensure compliance with regulatory guidelines (SEBI, RBI, and company policies) in all advisory and sales activities.
9. Maintain strong business development focus by acquiring new clients through networking, referrals, and bank/financial institution connections.
Sourced from naukri
Skills
Equity AdvisoryBusiness DevelopmentPortfolio ManagementWealth ManagementInvestment AdvisoryClient Relationship ManagementFinancial PlanningInsurance Advisory
About A C Agarwal Share Brokers
A C Agarwal Share Brokers
25
employees
Vadodara, Gujarat
India
₹5.3L PA avg
Avg at A C Agarwal Share Brokers
About
At AC Agarwal Share Brokers Pvt. Ltd., we provide premium stock broking and wealth management services built on over 30 years of trust, robust research, and smart technology.
Our core philosophy — Clarity, Control, and Consistency — ensures that every investor experiences transparency, complete control over their portfolio, and steady long-term performance.
From equities, derivatives, and commodities to mutual funds, IPOs, and algo trading, we offer a comprehensive suite of services tailored to retail, HNI, NRI, and corporate clients. Our proprietary platforms — BLOOM by ACA (modern trading app) and ACA MATH (analytics tool) — make investing seamless and insightful.
Our core philosophy — Clarity, Control, and Consistency — ensures that every investor experiences transparency, complete control over their portfolio, and steady long-term performance.
From equities, derivatives, and commodities to mutual funds, IPOs, and algo trading, we offer a comprehensive suite of services tailored to retail, HNI, NRI, and corporate clients. Our proprietary platforms — BLOOM by ACA (modern trading app) and ACA MATH (analytics tool) — make investing seamless and insightful.
Industries
Financial ServicesImpact InvestingStock Exchanges
Employee ratings
7 reviews
4.8/ 5
Culture
3.4
Career growth
4.0
Work-life
3.9
Employees rate it well for
Overall Company48Career Growth41
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