WE ARE HIRING Wealth Management Executive Department: Wealth Management

Experience: Minimum 1–3 years (into Wealth Management only )

Location: Thane / Mumbai

Employment Type: Full Time

About The Role We are looking for a motivated and dynamic qualified with prior experience in a Wealth Management / Financial Advisory / Investment Management firm .

The ideal candidate should have a good understanding of investment products, an interest in financial markets, a research-oriented mindset and strong communication skills. The role will involve a combination of client servicing, investment research, portfolio-related work and business development .

WE ARE HIRING Wealth Management Executive / Associate

Department: Wealth Management

Experience: 1–3 Years

Location: Thane / Mumbai

Employment Type: Full Time

Role & Responsibilities

- Manage and service Wealth Management clients.
- Understand client requirements and investment needs.
- Assist with portfolio reviews, investment proposals and presentations.
- Research Mutual Funds, Equity, Fixed Income, PMS, AIFs & GIFT City products.
- Track financial markets and investment trends.
- Coordinate investment transactions,



documentation and reporting.
- Build strong client relationships and support client meetings.
- Participate in business development, sales and marketing activities.
- Use AI tools and technology for research, analysis and presentations.

Qualification
- B.Com / BAF / BMS / BBA – Finance
- M.Com / MBA / PGDM – Finance
- CA Inter / CFA Level I may also be considered.
- NISM certification will be an advantage.

Key Skills
- Knowledge of Mutual Funds & investment products
- Investment research & financial market interest
- Client handling & communication skills
- Sales & business development skills
- MS Excel & PowerPoint
- Analytical and research-oriented approach
- Familiarity with AI tools such as ChatGPT/Copilot

Note - Applicants who stay in Mumbai Near to Thane only they can Apply Skills: presentation & proposal preparation,excellent communication skills,coordination & follow-up,wealth management & client servicing,portfolio analysis & asset allocation,equity & financial markets knowledge,client relationship management

📌 Wealth Management Executive (Thane)
🏢 atms
📍 Thane