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 more than 120 branches and 4,400+ business partners, combining strong research capabilities, dedicated relationship managers, and investor education. It offers a broad range of financial solutions including mutual funds, equities, IPOs, PMS, AIFs, ETFs, corporate deposits, derivatives, commodities, and bonds.

The firm executes over 1.1 million trades daily, reflecting its scale and active participation in the financial markets.

Mirae Asset

Sharekhan is a SEBI-registered stockbroker and AMFI-registered mutual fund distributor; for full regulatory details, candidates can visit www.sharekhan.com.

Role Description The Wealth Manager role is a full-time, on-site position based in Coimbatore. In this role, the professional will manage client relationships, understand financial goals, and design tailored wealth management plans. Daily responsibilities include assessing client risk profiles, suggesting suitable investment products, monitoring portfolios, and rebalancing strategies as needed.

The Wealth

Manager will conduct regular reviews, prepare performance reports,



and communicate market updates to help clients make informed decisions. The role also involves collaborating with internal research and product teams, ensuring regulatory compliance, and actively acquiring and onboarding new clients to grow the business.

Qualifications

- Candidates should possess strong skills in Financial Planning and Finance to analyze client needs, cash flows, and long-term goals.
- Candidates should possess expertise in Investment Management and Investments to construct, monitor, and optimize diversified portfolios.
- Candidates should possess knowledge of Insurance solutions to integrate risk management into overall wealth plans.
- Relevant academic background such as a degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFP, NISM, NCFM) are an advantage.
- Proven experience in wealth management, banking, or financial advisory, with strong client-facing and relationship-building skills.
- Ability to interpret market trends, communicate complex financial concepts clearly, and adhere to regulatory and ethical standards.
- Proficiency in MS Excel and financial planning tools, along with solid analytical, presentation, and negotiation abilities.

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