Job Description – Wealth Manager

Position

Wealth Manager

Industry

Stock Broking/Financial Services

Location

Vashi, Navi Mumbai / Kandivali, Mumbai / Ahmedabad, Gujarat

Experience

2–5 Years (Relevant experience in Wealth Management, Stock Broking, or Financial Services)

Qualification
- Bachelor's Degree in Finance, Commerce, Business Administration, or a related field.
- MBA (Finance) will be preferred.
- NISM Certifications (Series VIII – Equity Derivatives, Series XA & XB – Investment Adviser Level 1 & 2, or other relevant certifications) are an added advantage.

Job Summary

We are seeking a dynamic and client-focused Wealth Manager to manage high-net-worth and retail client portfolios. The ideal candidate will be responsible for understanding clients' financial goals, recommending suitable investment products, growing assets under management (AUM), and building long-term relationships while ensuring regulatory compliance.

Key Responsibilities
- Acquire recent clients and develop long-term relationships.
- Understand clients' financial objectives, risk profile,



and investment needs.
- Provide investment advice on equity, mutual funds, bonds, PMS, AIF, insurance, fixed income, and other financial products.
- Prepare and present personalized financial plans and investment strategies.
- Increase Assets Under Management (AUM) and generate revenue through cross-selling and upselling financial products.
- Monitor client portfolios and provide regular performance reviews.
- Stay updated on market trends, economic developments, and investment opportunities.
- Ensure compliance with SEBI, NSE, BSE, and company regulations.
- Coordinate with research, dealing, operations, and compliance teams for seamless client service.
- Achieve monthly and annual sales and revenue targets.
- Maintain accurate client records in CRM systems.

Required Skills
- Strong knowledge of financial markets and investment products.
- Excellent client relationship and communication skills.
- A

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