Company Description Fusion Finserv (formerly known as Fusion Wealth Management) is a comprehensive financial services provider excelling in advisory, consultancy, and a range of financial solutions. Specializing in mutual funds, portfolio management, general insurance, life insurance, shares, stocks, and loans, we are your one-stop destination for financial management and security. Our mission is to safeguard and optimize your financial wellbeing. Role Description This is a full-time, on-site role for a Relationship Manager located in Ahmedabad. The Relationship Manager will be responsible for managing client relationships, providing financial advice, understanding client needs, and offering relevant financial products and services. Daily tasks will include portfolio management, coordinating with other financial consultants, and ensuring timely resolution of client queries. Building and maintaining strong client relationships is central to this role. Qualifications Strong skills in client relationship management and interpersonal communication Expertise in financial advisory, portfolio management, and financial product consultation Understanding of mutual funds, general and life insurance, shares, stocks, and loans Excellent problem-solving and analytical skills Ability to work independently and collaboratively as part of a team Proficiency in financial software and tools Bachelor's degree in Finance, Business, or a related field
Company Description FUSION FINSERV, formerly known as Fusion Wealth Management, excels in providing comprehensive financial solutions. The company offers top-notch advisory, consultancy, and services in mutual funds, portfolio management, general insurance, life insurance, shares, stocks, and loans. It serves as a one-stop destination for all financial needs, ensuring clients' financial worries are managed effectively and efficiently. Role Description This is a full-time on-site role for a Wealth Manager, located in Ahmedabad. The Wealth Manager will be responsible for creating personalized financial plans, managing investment portfolios, and providing expert advice on financial and insurance products. Daily tasks include meeting with clients to discuss their financial goals, analyzing financial data, recommending investment strategies, and ensuring compliance with financial regulations. Key Responsibilities Acquire and manage a portfolio of high-net-worth clients Understand client needs and design comprehensive wealth management strategies Recommend investment solutions across mutual funds, PMS, insurance, equity, and real estate Ensure compliance with SEBI, IRDAI, and internal regulatory norms Maintain regular communication with clients to review portfolios and suggest updates Collaborate with the research and operations team to deliver a seamless experience Qualifications Bachelor’s/Master’s degree in Finance, Economics, or related field 0-3+ years of experience in wealth management or financial advisory Strong understanding of mutual funds, insurance, equity markets, and financial planning Excellent communication, relationship-building, and presentation skills Relevant certifications (NISM VA, IRDA, CFP) preferred What We Offer Competitive compensation and incentives Access to premium investment products and tools A collaborative and entrepreneurial environment Opportunities for continuous learning and career growth Dm your resume - info@fusionwealth.in or 8095304671