Experience: 2 - 6 YEARS

Location: CHENNAI

CTC TO BE OFFERED : Mention Your Current & Expected CTC

Notice Period: IMMEDIATE

JUNIOR WEALTH EXCUITVE - 2 TO 3 YEARS ( THREE POSITION )

SENIOR LEAD WEALTH EXCUITVE - 5 TO 6 YEARS ( ONE POSITION )

KeySkills:

CLIENT ACQUISITION, RELATIONSHIP MANAGEMENT, PORTFOLIO ADVISORY, MANAGEMENT, EQUITIES , SIP INVESTMENTS, MUTUAL FUNDS, TRADING STRATEGIES , INTRADAY, DELIVERY, INVESTMENT ADVISORY, REVENUE GENERATION, MARKET RESEARCH & ANALYSIS, COMPLIANCE, RISK MANAGEMENT, PORTFOLIO MANAGEMENT, ASSET ALLOCATION, EQUITY MARKETS, CASH, DERIVATIVES, SIP, MUTUAL FUND ADVISORY, TRADING STRATEGIES, POSITIONAL, F&O;, CLIENT RELATIONSHIP MANAGEMENT

Job Description:

- We are looking for a dynamic and client-focused Wealth Manager / Portfolio Manager to manage and grow client investment portfolios across SIPs, equities, and trading products. The role involves providing financial advisory, executing trades, and building long-term client relationships to achieve revenue and portfolio growth targets.

KEY RESPONSIBILITIES

CLIENT ACQUISITION & RELATIONSHIP MANAGEMENT

- Acquire new HNI / Retail clients for investment products.

- Build and maintain solid, long-term relationships with clients.

- Understand client financial goals, risk appetite, and investment horizon.

PORTFOLIO ADVISORY & MANAGEMENT

- Design and manage diversified portfolios across: Equities (cash & derivatives), SIP investments (Mutual Funds), Trading strategies (intraday, delivery, F&O;)

- Provide periodic portfolio reviews and rebalancing strategies.

- Track market movements and align portfolios accordingly.

INVESTMENT ADVISORY

- Recommend suitable SIP plans and mutual fund schemes.

- Provide actionable insights on equity markets and stock recommendations.

- Guide clients on trading opportunities based on technical/fundamental analysis.

REVENUE GENERATION

- Achieve brokerage, AUM, and revenue targets. Cross-sell financial products like: Mutual Funds, Insurance,



Bonds / PMS / Structured Products, Drive SIP book growth and trading volumes.

MARKET RESEARCH & ANALYSIS

- Stay updated with market trends, economic developments, and regulatory changes.

- Conduct technical and/or fundamental analysis of stocks.

- Share insights, reports, and investment ideas with clients.

COMPLIANCE & RISK MANAGEMENT

- Ensure all advisory and transactions comply with regulatory guidelines.

- Maintain proper documentation and client records.

- Adhere to internal risk policies and KYC norms.

KEY SKILLS REQUIRED

CORE SKILLS

- PORTFOLIO MANAGEMENT & ASSET ALLOCATION

- EQUITY MARKETS (CASH & DERIVATIVES)

- SIP & MUTUAL FUND ADVISORY

- TRADING STRATEGIES (INTRADAY, POSITIONAL, F&O;)

- CLIENT RELATIONSHIP MANAGEMENT

TECHNICAL SKILLS

- Knowledge of trading platforms (e.g., Zerodha, Angel One, ICICI Direct, etc.) will be a plus. Strong understanding of: Technical Analysis (charts, indicators), Fundamental Analysis (financial statements, ratios)

- MS Excel / Financial modeling basics

BEHAVIORAL SKILLS

- Strong communication & persuasion skills

- Analytical and decision-making ability

- Target-driven mindset

- Client-centric approach

QUALIFICATIONS

- Graduate / Postgraduate in Finance, Commerce, or related field. Certifications preferred though not mandatory. NISM Series (Equity, Derivatives, Mutual Funds), CFP / CFA (optional but preferred)

KPIS / PERFORMANCE METRICS

- Assets Under Management (AUM) growth

- SIP book size and monthly inflows

- Brokerage revenue and trading volumes

- Client acquisition & retention rate

- Portfolio performance vs benchmarks

PREFERRED CANDIDATE PROFILE

- Experience in brokerage firms, wealth management firms, or NBFCs

- Existing client base (added advantage)

- Strong understanding of Indian financial markets

Note:

(i) Our client is looking for immediate & early joiners.

(ii) Having LinkedIn Profile is a must.

(iii) Being an immediate & high priority requirement interested candidates can share their Resumes with Photograph in word doc. format

📌 WEALTH EXCUITVE / PORTFOLIO EXECUITVE CONSULTANT (Chennai)
🏢 Swathi Business Solutions
📍 Chennai