Company Description LMV Financial Services is a diversified financial services provider offering a full range of solutions to individual and business clients. In a demanding and evolving economic environment, the company focuses on delivering a distinct advantage in wealth management and long-term financial planning. With more than 10 years of experience in the financial markets, LMV Financial Services helps clients move toward financial freedom through informed decision-making.

The company emphasizes personalized guidance, financial stability, and tailored strategies to meet diverse client needs. Professionals joining LMV can expect to work in a client-centric environment that values expertise, integrity, and sustainable financial growth.

Role Description The Wealth Executive is a full-time, on-site role based in Hyderabad, responsible for managing and growing client portfolios across various financial products and services. Day-to-day tasks include assessing client financial goals, analyzing investment options, preparing and reviewing financial statements, and providing recommendations aligned with risk profiles and regulatory requirements. The role involves regular client meetings, responding to inquiries, and maintaining ongoing relationships to ensure high levels of satisfaction and retention.

The Wealth





Executive will collaborate with internal teams on financial reporting, tax-related matters including GST, and compliance, while tracking market trends to identify new opportunities. This position requires proactive prospecting, preparing proposals, and supporting business development initiatives to expand the client base.

Qualifications

Must have NISM V Certificate of Mutual Fund Distribution.

Demonstrated Analytical Skills to assess client needs, evaluate investment options, and support data-driven decisions.

Understanding of Goods and Services Tax (GST) and related regulatory considerations impacting wealth management.

Relevant academic background in M.B.A Finance & marketing , or a closely related field.

Proven experience in wealth management, financial advisory, or investment services is highly beneficial.

Excellent communication and interpersonal skills to build trust, explain complex concepts clearly, and maintain long-term client relationships.

Ability to work on-site in Hyderabad, manage multiple client portfolios, and meet performance and compliance standards.

Proficiency with financial software, spreadsheets, and reporting tools; professional certifications (e.g.NISM V Must ) are an advantage.

📌 Wealth Executive (Hyderabad)
🏢 LMV Financial Services
📍 Hyderabad