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    Job · 17710025

    A C Agarwal Share Brokers logo

    Wealth Manager

    A C Agarwal Share Brokers · Vadodara · onsite · Posted 37d ago

    Undisclosed5–7 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    We are looking for a highly skilled and experienced Wealth Manager to join our team. The ideal candidate will have a strong background in managing client relationships and providing exceptional customer service.


    Roles and Responsibility
    • Develop and implement comprehensive wealth management strategies for clients.
    • Build and maintain strong relationships with existing and potential clients.
    • Conduct thorough needs analysis to understand client requirements.
    • Provide expert advice on investment products and services.
    • Collaborate with internal teams to ensure seamless delivery of services.
    • Stay up-to-date with industry trends and regulatory changes.

    Job Requirements
    • Proven experience in wealth management or a related field.
    • Strong knowledge of financial markets and investment products.
    • Excellent communication and interpersonal skills.
    • Ability to work in a fast-paced environment and meet deadlines.
    • Strong analytical and problem-solving skills.
    • Proficiency in Microsoft Office and other relevant software.

    Sourced from naukri

    Skills

    AUM Growth & Revenue GenerationFixed Income & Alternative InvestmentsHNI/Ultra-HNI Relationship ManagementEquity AdvisoryPortfolio Management ServicesMutual fund advisoryWealth ManagementFinancial PlanningDerivatives knowledge

    About A C Agarwal Share Brokers

    A C Agarwal Share Brokers logo

    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.

    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

    Find them on

    WebsiteLinkedInAmbitionBox reviews

    Wealth Manager · waiting for your command