Wealth Manager
A C Agarwal Share Brokers · Vadodara · onsite · Posted 37d ago
Undisclosed5–7 yrsfulltimeSourced from
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
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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