Job Title: Sr. Wealth Manager
Company: Accurate Wealth
Location: Sindhu Bhavan, Ahmedabad.
About the Role:
As a Sr. Wealth Manager at Accurate Wealth, you'll play a pivotal role in helping our clients achieve their financial goals. Your responsibilities will include:
- Personalized Financial Planning: Crafting bespoke financial plans tailored to individual needs, considering factors like risk tolerance, income, and long-term objectives. Selling of mutual funds , term insurance , health insurance etc.
- Investment Management: Strategically managing client portfolios, selecting suitable mutual funds, term insurance, and health insurance products.
- Portfolio Optimization: Regularly reviewing and optimizing existing portfolios to ensure they align with evolving market conditions and client goals.
- Client Relationship Management: Building strong relationships with clients, providing exceptional service, and fostering trust.
How to Apply
Send your updated resume to [email protected] or Whatsapp 7567560737 with the subject line:
Application for Senior Wealth Manager
Pay: From ₹240,000.00 per year
Education:
Location:
- Ahmedabad, Gujarat (Ahmedabad) (Required)
Willingness to travel:
Work Location: In person
