As the leader of the newly established wealth management division at MNCL group, your primary objective will be to spearhead the division's growth and assemble a dedicated team. Your role will involve managing portfolios of high net-worth individual (HNI) clients, offering personalized investment solutions, and ensuring top-notch branch banking operations. Your responsibilities will include managing and expanding a portfolio of HNI clients by understanding their financial objectives and delivering tailored investment strategies. You will provide personalized advice on investment products, asset allocation, and wealth management, aiming to build lasting client relationships through regular communication and portfolio reviews. Collaboration with internal teams is crucial to provide seamless branch banking services while ensuring compliance with regulatory standards and internal policies. Active involvement in business development activities to acquire new clients and enhance the portfolio will be a key focus. To excel in this role, you should hold a Bachelor's degree in finance, economics, business administration, or a related field, coupled with at least 6 years of proven experience in wealth management, particularly in handling HNI clients and offering customized investment solutions. A solid grasp of financial markets, investment products, and portfolio management is essential. Your interpersonal and communication skills should be excellent, enabling you to establish trust and rapport with clients. The ability to work collaboratively within a team and across departments will be vital. Possessing certifications such as CFP, CFA, or equivalent would be advantageous.,
Company Description Monarch Networth Capital Limited (MNCL) is one of the leading financial services companies in India, with over 30 years of experience in capital markets. MNCL focuses on creating value for its customers through diverse business services including Retail Broking, Global Access, Institutional Equities, Fund Management (AIF), Investment Banking, and Wealth & Third Party Distribution. Role Description This is a full-time on-site role for a Sr. Equity Advisor & Equity Dealer located in Ahmedabad. The role involves advising clients on equity investments, managing portfolios, executing trades, analyzing market trends, providing insights and recommendations, and ensuring top-notch customer service. The professional will be responsible for achieving sales targets and maintaining client relationships. Qualifications Customer Service and Sales skills Expertise in Investments and Finance Experience in Portfolio Management Strong analytical and problem-solving abilities Excellent communication and interpersonal skills Ability to work independently as well as part of a team Relevant experience in the financial services industry Bachelor's degree in Finance, Economics, Business, or related field