Job description

Profile - Wealth Manager / Sr. Wealth Manager

Location - Current Delhi

Salary - Best in industry

Company - Almondz Global Securities Limited

Key Responsibilities :

Client Acquisition

- Actively engage in the acquisition of new clients.
- Provide guidance and assistance to clients throughout.
- Utilize market research and networking to identify potential clients and market opportunities.

Portfolio Management:

- Analyse clients' financial goals, risk tolerance, and investment preferences to construct and manage customized investment portfolios.
- Monitor and rebalance portfolios to ensure alignment with market conditions and clients' objectives.
- Provide regular updates and performance reviews to clients.

Financial Product Sales:

- Promote and sell a variety of financial products, including Mutual Funds, Corporate FDs, Bonds, PMS, AIF, Insurance, Loans & Mortgages, LAS, and Fixed Income Products.
- Stay informed about product features, market trends, and regulatory changes affecting financial products.
- Conduct thorough needs assessments to recommend appropriate financial solutions.

Cross-Selling and Relationship Building:

- Cross-sell Demat Accounts and other relevant financial services to existing and potential clients.




- Develop and maintain strong relationships with clients through effective communication and personalized service.
- Identify opportunities for additional services and products based on clients' financial needs.

Compliance:

- Ensure compliance with regulatory requirements and industry standards in all dealings.

Financial Planning and Advisory:

- Provide comprehensive financial planning and advisory services to clients.
- Stay abreast of market trends, economic indicators, and financial planning strategies.

Sales Targets:

- Work towards achieving and exceeding assigned sales targets.
- Implement effective sales strategies to maximize revenue and market share.

Qualifications & Experience

- Any Graduate/Postgraduate with minimum 3 Years of relevant work experience within the same industry type.
- Proven experience as a Wealth Manager with expertise in Portfolio Management.
- Relevant certifications such as AMFI, NISM Wealth Management, or similar.
- In-depth knowledge of Mutual Funds, Corporate FDs, Bonds, PMS, AIF, Insurance, Loans & Mortgages, LAS, and Fixed Income Products.

If Interested, please share your updated CV at [email protected] with current & expected ctc along with notice period.

📌 Wealth Manager / Relationship Manager - Wealth (Delhi)
🏢 Almondz Global Securities Limited (AGSL)
📍 Delhi