– Wealth Manager Company: Kedia Capital Services Pvt. Ltd. (Chettri Insurance) Location: Thane / Kalyan West / Jaipur / Surat / Recent 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. · Strong 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 (Kalyan)
🏢 Kedia Capital
📍 Kalyan
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.