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 energetic professional 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 solid 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 robust 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: excellent communication skills,wealth management & client servicing,coordination & follow-up,presentation & proposal preparation,client relationship management,equity & financial markets knowledge,portfolio analysis & asset allocation