Company Description Sahaj Wealth Private Limited provides a comprehensive platform for managing a diverse range of financial products and services. These include mutual funds, bonds, insurance, unlisted stocks, equity/derivatives trading, portfolio management services (PMS), alternative investment funds (AIF), and structured products. Additionally, the company supports clients with secured and unsecured loans, corporate funding, M&A assistance, and special debt AIFs. Sahaj Wealth is dedicated to offering tailored financial solutions and investment strategies to meet the unique needs of its clients. Role Description We are seeking a skilled Wealth Manager for a full-time, on-site position based in Bengaluru. The Wealth Manager will be responsible for creating and implementing customized financial strategies, managing investment portfolios, providing expert advice on financial planning, and offering tailored insurance solutions. They will work closely with clients to understand their financial goals, provide regular updates, and ensure the sustainability and growth of their wealth. Qualifications Proficiency in Financial Planning and Finance-related decision-making Strong expertise in Investment Management and Investments Knowledge and experience in insurance services Excellent interpersonal and communication skills to build and manage client relationships Strong analytical and problem-solving abilities for developing client-specific solutions Relevant certifications such as CFP, CFA, or other finance-related accreditations are a plus Proven track record of managing investments and achieving client satisfaction
Company Description Sahaj Wealth Private Limited provides a diversified range of investment and financial solutions through a unified platform. Our offerings include mutual funds, bonds/NCDs, insurance, unlisted stocks, equity/derivatives trading, PMS/AIF, loans (secured/unsecured), corporate funding, M&A assistance, structured products, and special debt AIFs. We focus on delivering customized financial services to meet the diverse needs of our clients. By providing a one-stop solution for various investment opportunities, we aim to foster growth and financial success for our customers. Role Description This is a full-time, on-site role located in Bengaluru for a Wealth Manager. In this position, the Wealth Manager will manage client relationships, develop personalized financial planning strategies, and provide investment recommendations tailored to individual and corporate needs. Key responsibilities include analyzing clients' financial health, managing investment portfolios, ensuring comprehensive insurance coverage, and identifying opportunities for wealth growth. The Wealth Manager will also collaborate with other financial experts to deliver optimal solutions. Qualifications Expertise in Financial Planning and Investment Management Knowledge of Investments, including equities, mutual funds, and structured products Understanding of Finance and Insurance products and services Strong analytical, communication, and client relationship management skills Ability to customize financial solutions based on diverse client needs Minimum Bachelor's degree in Finance, Economics, or related fields; professional certifications (such as CFP or CFA) are a plus Proven track record in wealth or investment management is highly desirable