Company Description Mirae Asset Sharekhan, founded in 1995, is a leading full-service brokerage and wealth management firm that was among the first to introduce online trading in India. The company serves over 3.1 million clients through 120+ branches and 4,400+ business partners, executing more than 1.1 million trades daily on average. It offers a comprehensive suite of financial solutions, including Mutual Funds, Stocks, IPOs, PMS, AIFs, ETFs, Corporate Deposits, Futures & Options, Commodities, and Bonds.

Clients benefit from in-depth research, experienced relationship managers, a wide branch network, and investor education initiatives.

Mirae Asset

Sharekhan is a SEBI-registered stockbroker and AMFI-registered mutual fund distributor, with full regulatory details available at www.sharekhan.com.

Role Description This is a full-time, in office Wealth Manager role based in Coimbatore.

The Wealth

Manager will be responsible for managing and growing a portfolio of clients by understanding their financial goals, risk profiles, and investment preferences. Daily activities include conducting client meetings, preparing and presenting financial plans, recommending suitable investment products, and monitoring portfolio performance. The role involves tracking market trends, reviewing research reports,



and aligning client strategies with Mirae Asset Sharekhan’s product offerings.

The Wealth

Manager will collaborate with internal teams, ensure compliance with regulatory and company policies, and maintain accurate documentation and reporting related to client accounts.

Qualifications

- Candidates should possess strong Financial Planning skills, including goal-based planning and retirement planning.
- Candidates should possess Investment Management skills, including asset allocation and portfolio review.
- Candidates should possess solid knowledge of Investments and Finance, including mutual funds, equities, and fixed-income products.
- Candidates should possess understanding of Insurance solutions, including protection and risk management products.
- Relevant academic background such as a degree in Finance, Commerce, Economics, Business, or a related field.
- Professional certifications (e.g., CFP, NISM, or other recognized industry qualifications) are preferred.
- Strong analytical and numerical skills, with the ability to interpret market data and research insights.
- Excellent communication and interpersonal skills to build long-term client relationships.
- Proven ability to work with targets, manage time effectively, and uphold high ethical and compliance standards.

📌 Wealth Manager (Coimbatore)
🏢 Mirae Asset Sharekhan
📍 Coimbatore