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 professional with prior experience in a Wealth Management / Financial Advisory / Investment Management firm.
The ideal candidate should have a valuable 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: exce
📌 Wealth Management Executive (Thane)
🏢 atms
📍 Thane