Job Description – Wealth Manager
Position
Wealth Manager
Industry
Stock Broking/Financial Services
Location
Vashi, Navi Mumbai / Kandivali, Mumbai / Ahmedabad, Gujarat
Experience
2–5 Years (Relevant experience in Wealth Management, Stock Broking, or Financial Services)
Qualification
- Bachelor's Degree in Finance, Commerce, Business Administration, or a related field.
- MBA (Finance) will be preferred.
- NISM Certifications (Series VIII – Equity Derivatives, Series XA & XB – Investment Adviser Level 1 & 2, or other relevant certifications) are an added advantage.
Job Summary
We are seeking a dynamic and client-focused Wealth Manager to manage high-net-worth and retail client portfolios. The ideal candidate will be responsible for understanding clients' financial goals, recommending suitable investment products, growing assets under management (AUM), and building long-term relationships while ensuring regulatory compliance.
Key Responsibilities
- Acquire new clients and develop long-term relationships.
- Understand clients' financial objectives, risk profile, and investment needs.
- Provide investment advice on equity, mutual funds, bonds, PMS, AIF, insurance, fixed income, and other financial products.
- Prepare and present personalized financial plans and investment strategies.
- Increase Assets Under Management (AUM) and generate revenue through cross-selling and upselling financial products.
- Monitor client portfolios and provide regular performance reviews.
- Stay updated on market trends, economic developments, and investment opportunities.
- Ensure compliance with SEBI, NSE, BSE, and company regulations.
- Coordinate with research, dealing, operations, and compliance teams for seamless client service.
- Achieve monthly and annual sales and revenue targets.
- Maintain accurate client records in CRM systems.
Required Skills
- Strong knowledge of financial markets and investment products.
- Excellent client relationship and communication skills.
- Ability to understand client needs and recommend suitable financial solutions.
- Strong sales, negotiation, and presentation skills.
- Good analytical and problem-solving abilities.
- Proficiency in MS Excel, CRM software, and financial planning tools.
- Ability to work in target-oriented environments.
Preferred Knowledge
- Equity & Derivatives
- Mutual Funds
- PMS & AIF
- Fixed Income Products
- Insurance
- Financial Planning
- Portfolio Management
- Tax-Saving Investments
- Retirement Planning
Key Performance Indicators (KPIs)
- New client acquisition
- Assets Under Management (AUM) growth
- Revenue generation
- Cross-selling ratio
- Client retention rate
- Portfolio performance review completion
- Customer satisfaction
Salary
As per industry standards and attractive incentives and performance bonuses.
Pay: ₹35,000.00 - ₹40,000.00 per month
Benefits:
Work Location: In person
