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 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 solid 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