The wealth Manager is responsible for acquiring recent clients and managing existing relationships by offering investment and trading solutions across including wealth management products. The role involves to sale Government bond, corporate bond, NCD,AIF,corporate bond ,54EC bond

Maintain strong relationships with existing investors.

Identify, acquire, and develop relationships with corporate clients, SMEs, institutions, and business partners to generate recent business prospects for the company's investment and capital market products.

Promote and advise clients on a comprehensive range of products including Invoice Discounting, Government Bonds, Corporate Bonds, Non-Convertible Debentures (NCDs), Debt AIFs, and Secondary Market Corporate Bonds based on their investment objectives and liquidity requirements.

Conduct client meetings, investment presentations,



and product demonstrations while providing customized fixed-income and debt investment solutions to maximize client satisfaction and business growth.

Coordinate with internal teams to ensure seamless onboarding, transaction execution, documentation, regulatory compliance, and timely closure of investment opportunities across all debt market products.

Build long-term client relationships through regular portfolio reviews, cross-selling of relevant investment solutions, market updates, and continuous business development to achieve assigned revenue and asset mobilization targets.

Pay: ₹450,000.00 - ₹600,000.00 per year

Work Location: In person

📌 Wealth Managerb Surat (India)
🏢 Aastha Fintech
📍 India