The wealth Manager is responsible for acquiring new clients and managing existing relationships by offering investment and trading solutions across equity, derivatives, commodities, mutual funds, and wealth management products. The role involves to sale MUTUAL FUND SIP, LUMPSUM, STRUCTUAL PRODUCT AIF PMS IMP. Demat

Key Roles & Responsibilities

· Maintain strong relationships with existing investors.

· Conduct regular portfolio review meetings.

· Ensure high client satisfaction and retention.

· Resolve client queries regarding investments, interest payments, maturities, and documentation.

· Understanding of technical and fundamental analysis.

· Excellent sales, negotiation, and relationship management skills.

· Strong communication and presentation abilities.

.Proficiency in trading platforms, CRM software,



and Microsoft Excel.

· Review client portfolios regularly.

· Recommend asset allocation strategies.

· Contact active trading clients during market opening.

· Share trading ideas and market opportunities.

· Make outbound calls to prospective clients.

· Generate leads through references and digital platforms..

· Conduct product presentations.

· Open current Demat and Trading Accounts.

· Follow up with leads for account activation.

· Convert prospects into active client

Pay: Up to ₹50,000.00 per month

Benefits

- Cell phone reimbursement
- Paid sick time

Work Location: In person

📌 Wealth Manager-C (Surat)
🏢 AASTHA FINCORP
📍 Surat