Chennai Tamil Nadu Economic consultant Jobs – 35 Open Jobs Today

WEALTH EXCUITVE / PORTFOLIO EXECUITVE CONSULTANT
Swathi Business Solutions —Chennai, Tamil Nadu
- Microsoft Excel
- Bachelor's degree
- Communication skills
Centre Manager
Amar Seva Sangam —Chennai, Tamil Nadu
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- English
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ITC WORLDWIDE —Chennai, Tamil Nadu
- Full-time
- Microsoft Powerpoint
- Azure
- Microsoft Office
Quick apply
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Aspire Systems —Chennai, Tamil Nadu
- Full-time
- Hybrid work
- Java
- SQL
- Analysis skills
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Aspire Systems —Chennai, Tamil Nadu
- Full-time
- Hybrid work
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- Linux
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Aspire Systems —Chennai, Tamil Nadu
- Full-time
- Hybrid work
- Analysis skills
- Agile
- Communication skills
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T24 - Business Consultant
Aspire Systems —Chennai, Tamil Nadu
- Full-time
- Hybrid work
- Communication skills
- Banking
- SDLC
Research Analyst
RRD GO Creative —Chennai, Tamil Nadu
- Full-time
- Research
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Sr. FinOps Consultant
Cloud Kinetics —Chennai, Tamil Nadu
- Full-time
- Azure
- Computer Science
- Finance
Case Manager cum Rehabilitation Manager
Amar Seva Sangam —Chennai, Tamil Nadu
- ₹35,000 a month
- English
- Master's degree
- Travel
T24 / Transact Technical Lead Consultant
Aspire Systems —Chennai, Tamil Nadu
- Full-time
- Hybrid work
- Java
Interface Tech Consultant – Temenos Transact
Aspire Systems —Chennai, Tamil Nadu
- Full-time
- Hybrid work
- Java
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Senior Consultant - Industrial Decarbonization Country PM
Guidehouse India Pvt Ltd —Chennai, Tamil Nadu
- Full-time
- Microsoft Powerpoint
- PMP
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Senior Consultant - Industrial Decarbonization Country PM
Guidehouse —Chennai, Tamil Nadu
- Microsoft Powerpoint
- PMP
- Engineering
S&C Global Network - AI - Song - Growth Analytics - Consultant
Accenture —Chennai, Tamil Nadu
- Full-time
- Azure
- Doctoral degree
- Master's degree
Special Educator
Amar Seva Sangam —Chennai, Tamil Nadu
- ₹35,000 a month
- Full-time
- English
- Master's degree
- Bachelor's degree
Business Analyst - Enterprise Programs 4B
Genpact India Pvt. Ltd. —Chennai, Tamil Nadu
- Full-time
- Hybrid work
- ERP systems
- English
- Finance
Quick apply
Psychologist
Amar Seva Sangam —Chennai, Tamil Nadu
- ₹35,000 a month
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- English
Senior Consultant - WASH (Finance)
Athena Infonomics —Chennai, Tamil Nadu
- Email
- Research
- Finance
- Master's degree
S&C Global Network - AI - Auto & Industrial- Associate Manager
Accenture —Chennai, Tamil Nadu
- Full-time
- Azure
- Master's degree
- Databases

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WEALTH EXCUITVE / PORTFOLIO EXECUITVE CONSULTANT

Swathi Business Solutions
Chennai, Tamil Nadu

Apply Now

Job details

Qualifications

Wealth management
Microsoft Excel
Financial modelling
Bachelor's degree
Portfolio management
Chartered Financial Analyst
Communication skills

Full job description

Experience: 2 - 6 YEARS

Location: CHENNAI

CTC TO BE OFFERED : Mention Your Current & Expected CTC

Notice Period: IMMEDIATE

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, F&O, CLIENT RELATIONSHIP MANAGEMENT

Job Description:

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 new 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, F&O)

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, F&O)

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

Note:

(i) Our client is looking for immediate & early joiners.

(ii) Having LinkedIn Profile is a must.

(iii) Being an immediate & high priority requirement interested candidates can share their Resumes with Photograph in word doc. format

Apply Now

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I want to receive the latest job alerts for economic consultant in chennai tamil nadu

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Experience: 2 - 6 YEARS

Location: CHENNAI

CTC TO BE OFFERED : Mention Your Current & Expected CTC

Notice Period: IMMEDIATE

KeySkills:

Job Description:

Note:

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