The wealth Manager is responsible for acquiring current clients and managing existing relationships by offering investment and trading solutions across equity, derivatives, commodities, mutual funds, and wealth management products. The role involves to sale MUTUAL FUND SIP, LUMPSUM, STRUCTUAL PRODUCT AIF PMS IMP. Demat

Key Roles & Responsibilities

· Maintain strong relationships with existing investors.

· Conduct regular portfolio review meetings.

· Ensure high client satisfaction and retention.

· Resolve client queries regarding investments, interest payments, maturities, and documentation.

· Understanding of technical and fundamental analysis.

· Excellent sales, negotiation, and relationship management skills.

· Robust communication and presentation abilities.

· Client-centric approach with problem-solving capabilities.

· Target-driven mindset with the ability to work under pressure.

· Proficiency in trading platforms, CRM software, and Microsoft Excel.





· Review client portfolios regularly.

· Recommend asset allocation strategies.

· Conduct periodic investment review meetings.

· Maintain regular communication regarding market developments.

· Build long-term trust and improve client retention.

· Contact active trading clients during market opening.

· Share trading ideas and market opportunities.

· Make outbound calls to prospective clients.

· Generate leads through references and digital platforms.

· Schedule client meetings (online/offline).

· Conduct product presentations.

· Open current Demat and Trading Accounts.

· Follow up with leads for account activation.

· Convert prospects into active client

Pay: ₹450,000.00 - ₹600,000.00 per year

Work Location: In person

📌 Wealth Managerc Surat
🏢 Aastha Fintech
📍 Surat