Senior Wealth Manager

Company Description

Asset Kraft Investments Private Limited is dedicated to guiding individuals and families toward achieving their financial goals through personalized investment strategies. With expertise in mutual fund distribution, financial planning, and wealth management, the company combines deep market knowledge with a client-first approach. Built on a foundation of trust, transparency, and consistent value creation, Asset Kraft has supported countless investors in achieving financial independence. The company's core services include retirement planning, portfolio reviews, wealth management, and investor education, aimed at fostering financial confidence and long-term success.

Role Description

This is a full-time, on-site role based in Kolkata for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial planning strategies, managing client investment portfolios, providing Mutual Fund solutions, and ensuring client goals are met. The role also involves building and maintaining relationships with clients, offering expert advice on investment opportunities, monitoring market trends, and crafting personalized financial plans to drive wealth creation and preservation.

Job Description

To meet clients understand their goals and objective of Investment

To update details on the CRM about any lead forwarded

To give weekly report to the leader related to sales & prospecting done

To update clients about the market and any new NFO upcoming

To give statement and valuation report to the clients assigned as and when asked

To update clients of any SIP upcoming or any renewal in insurance

Establishing and maintaining powerful relationship with clients and generating

business & references to meet any target assigned

Responsible for selling various financial products such as mutual funds, life & health

insurance, and other structured wealth and financial products.

Managing and reviewing portfolios of existing clients with a focus on client servicing

and ethical advisory along with premium client acquisition.

Providing consultancy regarding Financial Planning including Retirement Planning, Tax

Planning, Goal-based Investing, etc.

Apply strong analytical skills in order to help clients by various data points

Help clients in their on-boarding process by coordinating with multiple stakeholders

like the operations team

Guide clients thoroughly on their Tax liabilities when exiting or entering into funds

Maintain good relationships with your existing clients for investing more into different

products which we offer

To organize investor awareness session , update it on the CRM and then follow up

with the prospects

Qualifications

Excellent communication skills

Deep knowledge of financial products

Ability to explain complex investment methodology to clients in simple terms

Strong Management skills

NISM Mutual funds certification completed (before joining)

Graduate in Finance

• Strong expertise in Financial Planning and Goal-Based Planning.
• Extensive knowledge of Investment Management, strategy creation, and portfolio management.
• Proficiency in Investments and Finance, including understanding of market trends and financial products.
• Experience in Insurance and its integration within overall wealth management strategies.
• Excellent communication and interpersonal skills to build trusted client relationships.
• Ability to analyse financial data and propose actionable insights for wealth creation.
• Minimum of a Bachelor's degree in Finance, Economics, Business, or a related field; CFA certification is a plus.
• Proven track record in wealth management or financial advisory roles.
• Strong ethical standards and commitment to client-first practices.