Executive Search Consultant Hiring For Reknowned Broking Firm

Job Title: Wealth Manager Location: Pune and Mumbai Job Type: Full Time The Role: We are seeking a proactive and client-oriented Wealth Manager to join our dynamic team. The successful candidate will play a key role in acquiring new clients, understanding their investment needs, managing their portfolios, and maintaining long-lasting relationships. If you have a passion for financial markets, excellent communication skills, and a commitment to client service, we want to hear from you. Responsibilities: Generate Leads: Actively identify and pursue new client opportunities to expand our mutual funds distribution business Build Personal Touch: Build and maintain strong relationships with clients through regular communication, understanding their investment needs, and providing tailored advice Client Relationship Management: Monitor and manage clients' investment portfolios, ensuring they align with their financial goals and risk tolerance Wealth Management: Offer comprehensive wealth management services across various asset classes, including mutual funds, equities, bonds, and more Market Awareness: Stay up-to-date with financial news and market trends to provide informed advice and insights to clients Communication Skills: Utilize exceptional verbal and written communication skills to explain complex financial concepts in a simple and understandable manner Qualification: MBA or Equivalent from a reputed Institute Self-motivated with a results-driven approach Excellent interpersonal and communication skills 2-5 Years of Experience NISM 5 A Mutual Fund Certification Annual CTC : Upto 7 Lakhs RELEVANT CANDIDATES CAN ONLY APPLY Kindly share your Resume/CV on consult.executivesearch@gmail.com