Job Description:= Wealth Manager
Company: Kedia Capital Services Pvt. Ltd. (Chettri Insurance)
Location: Thane / Kalyan West / Jaipur / Surat / New Delhi
Role Overview:
We are seeking a dynamic and client-focused Wealth Manager to join our team at Kedia Capital. The role involves providing wealth management solutions, financial advisory, and investment planning to clients. Candidates with minimum 2 + years of relevant experience are preferred, though fresh MBA (Finance) graduates with strong analytical and interpersonal skills are also welcome to apply.
Key Responsibilities:
- Build and maintain strong client relationships by understanding their financial goals.
- Advise clients on investment strategies across Mutual Funds, Insurance, Equities, and other wealth management products.
- Prepare and present tailored financial plans and solutions.




- Achieve business development and revenue growth targets.
- Conduct client meetings, seminars, and webinars to enhance client engagement.
- Stay updated with financial market trends and product knowledge.

Requirements:
- Minimum 2 + years of experience in Wealth Management / Financial Advisory preferred.
- Robust communication, presentation, and interpersonal skills.
- Ability to analyze financial needs and provide suitable solutions.
- Self-motivated, target-oriented, and client-focused.

What We Offer:
- Opportunity to work with a leading stock broking and advisory firm.
- Growth-oriented environment with learning opportunities.
- Attractive incentive structure and career progression.

📌 Wealth Manager (Mumbai)
🏢 Tanya Nexora
📍 Mumbai