1. Job Purpose

To acquire, develop and manage a portfolio of retail clients by offering comprehensive

investment and financial solutions. The Wealth Manager will be responsible for driving

business growth through new client acquisition, revenue generation, deepening existing client

relationships and increasing client engagement across Swastika's product offerings.

2. Key Responsibilities

A. Client Acquisition & Business Development • Acquire new clients through references, market visits, networking and lead

generation. •Generate new Demat and trading accounts and ensure successful activation. • Drive funded account acquisition and client funding. • Build a solid pipeline of prospective clients and convert leads into active

relationships.

B. Revenue & Business Growth

- Achieve assigned monthly and quarterly revenue targets. • Generate revenue through Equity, Derivatives, Commodity and other investment

products. • Identify opportunities for cross-selling and upselling financial products. • Drive mutual funds, SIPs, Avisa Wealth and other investment solutions.

C. Client Relationship Management • Conduct a minimum of 5 meaningful client meetings per day. • Understand client financial objectives and investment requirements. • Maintain regular engagement with existing and inactive clients.



• Focus on client retention, activation and increasing wallet share

D. Product & Service Excellence

- Develop strong knowledge of Swastika's products, platforms and services. • Coordinate with Service Managers to ensure timely resolution of client issues. • Promote digital adoption through the Swastika App and trading platforms. • Ensure a high standard of client experience and service delivery. E. Business Discipline & Reporting
- Maintain daily client meeting records and business activity reports

3. Eligibility & Desired Profile

• Graduate in any discipline; Commerce, Finance, Economics or Business graduates

preferred. • 5 - 7 years of experience in stock broking, banking, financial services, insurance or

investment product sales preferred. • Fresh graduates with excellent communication and sales aptitude may also be

considered. • Good understanding of Indian equity markets, mutual funds, SIPs and financial

products. • Solid communication, negotiation and presentation skills. • Ability to develop a local network and generate business independently. • Target-oriented, proactive and comfortable with field sales. • Knowledge of MS Excel and CRM tools will be an added advantage.

📌 Branch Manager (Ahmedabad)
🏢 SWASTIKA INVESTMART
📍 Ahmedabad