Company Description
Mirae Asset Sharekhan, founded in 1995, is a leading full-service brokerage and wealth management firm that was among the first to introduce online trading in India. The company serves over 3.1 million clients through 120+ branches and 4,400+ business partners, providing research-driven advisory, dedicated relationship managers, and investor education. It offers a wide spectrum of financial solutions, including mutual funds, stocks, IPOs, PMS, AIFs, ETFs, corporate deposits, futures and options, commodities, and bonds. Mirae Asset Sharekhan executes more than 1.1 million trades daily and operates as a SEBI-registered stockbroker and AMFI-registered mutual fund distributor, giving clients and team members a robust, compliant, and growth-oriented environment.

Role Description
The Wealth Manager role at Mirae Asset Sharekhan is a full time, on-site position based in Ahmedabad. The Wealth Manager will work closely with clients to understand their financial goals, risk tolerance, and time horizons and design tailored wealth management plans.



Day-to-day responsibilities include advising on investment products, conducting portfolio reviews, recommending asset allocation strategies, and ensuring appropriate diversification. The role involves monitoring market trends, analyzing client portfolios, and providing timely recommendations to optimize returns and manage risk. The Wealth Manager will also collaborate with internal teams, adhere to regulatory and compliance guidelines, maintain detailed records of client interactions, and support business growth through client acquisition and relationship management.

Qualifications
- Strong Financial Planning skills, including goal-based planning, retirement planning, and tax-efficient strategies.
- Experience in Investment Management and Investments, with the ability to construct, review, and rebalance portfolios across asset classes.
- Solid understanding of Finance fundamentals, capital markets, and various i

📌 Wealth Manager (Ahmedabad)
🏢 Mirae Asset Sharekhan
📍 Ahmedabad