Job highlights

- Qualifications . Graduate / Postgraduate In Finance,Commerce,Or Related Field
- Certifications Preferred Though Not Mandatory
- Nism Series (Equity,Derivatives,Mutual Funds),Cfp / Cfa (Optional But Preferred)
- . Key Skills Required .
- Preferred Candidate Profile
- Experience In Brokerage Firms,Wealth Management Firms,Or Nbfcs . .

Junior Wealth Excuitve - 2 To 3 Years ( Three Position ) Senior Lead Wealth Excuitve - 5 To 6 Years ( One Position )

Keyskills

Client Acquisition, Relationship Management, Portfolio Advisory, Management, Equities , Sip Investments, Mutual Funds, Trading Strategies , Intraday, Delivery, Investment Advisory, Revenue Generation, Market Research Analysis, Compliance, Risk Management, Portfolio Management, Asset Allocation, Equity Markets, Cash, Derivatives, Sip, Mutual Fund Advisory, Trading Strategies, Positional, FO, Client Relationship Management

We Are Looking For A Dynamic And Client-Focused Wealth Manager / Portfolio Manager To Manage And Grow Client Investment Portfolios Across Sips, Equities, And Trading Products. The Role Involves Providing Financial Advisory, Executing Trades, And Building Long-Term Client Relationships To Achieve Revenue And Portfolio Growth Targets.

Key Responsibilities

Client Acquisition Relationship Management

Acquire Current Hni / Retail Clients For Investment Products.

Build And Maintain Strong, Long-Term Relationships With Clients.

Understand Client Financial Goals, Risk Appetite, And Investment Horizon.

Portfolio Advisory Management

Design And Manage Diversified Portfolios Across: Equities (Cash Derivatives), Sip Investments (Mutual Funds), Trading Strategies (Intraday, Delivery, FO)

Provide Periodic Portfolio Reviews And Rebalancing Strategies.

Track Market Movements And Align Portfolios Accordingly.

Investment Advisory

Recommend Suitable Sip Plans And Mutual Fund Schemes.





Provide Actionable Insights On Equity Markets And Stock Recommendations.

Guide Clients On Trading Opportunities Based On Technical/Fundamental Analysis.

Revenue Generation

Achieve Brokerage, Aum, And Revenue Targets. Cross-Sell Financial Products Like: Mutual Funds, Insurance, Bonds / Pms / Structured Products, Drive Sip Book Growth And Trading Volumes.

Market Research Analysis

Stay Updated With Market Trends, Economic Developments, And Regulatory Changes.

Conduct Technical And/Or Fundamental Analysis Of Stocks.

Share Insights, Reports, And Investment Ideas With Clients.

Compliance Risk Management

Ensure All Advisory And Transactions Comply With Regulatory Guidelines.

Maintain Proper Documentation And Client Records.

Adhere To Internal Risk Policies And Kyc Norms.

Key Skills Required

Core Skills

Portfolio Management Asset Allocation

Equity Markets (Cash Derivatives)

Sip Mutual Fund Advisory

Trading Strategies (Intraday, Positional, FO)

Client Relationship Management

Technical Skills

Knowledge Of Trading Platforms (E.G., Zerodha, Angel One, Icici Direct, Etc.) Will Be A Plus. Strong Understanding Of: Technical Analysis (Charts, Indicators), Fundamental Analysis (Financial Statements, Ratios)

Ms Excel / Financial Modeling Basics

Behavioral Skills

Strong Communication Persuasion Skills

Analytical And Decision-Making Ability

Target-Driven Mindset

Client-Centric Approach

Qualifications

Graduate / Postgraduate In Finance, Commerce, Or Related Field. Certifications Preferred Though Not Mandatory. Nism Series (Equity, Derivatives, Mutual Funds), Cfp / Cfa (Optional But Preferred)

Kpis / Performance Metrics

Assets Under Management (Aum) Growth

Sip Book Size And Monthly Inflows

Brokerage Revenue And Trading Volumes

Client Acquisition Retention Rate

Portfolio Performance Vs Benchmarks

Preferred Candidate Profile

Experience In Brokerage Firms, Wealth Management Firms, Or Nbfcs

Existing Client Base (Added Advantage)

Strong Understanding Of Indian Financial Markets

📌 WEALTH EXCUITVE / PORTFOLIO EXECUITVE CONSULTANT (Chennai)
🏢 Swathi Business Solutions
📍 Chennai