Trust Triangle Management

Job Opening: Wealth Manager Location: Ahmedabad 380005 Salary: Up to 6 LPA (Based on Interview & Experience) Experience: 45 Years in Wealth/Financial Advisory About the Company: Our client is a leading financial services organization excelling in financial advisory, consultancy, and wealth management solutions. With expertise spanning Mutual Funds, Portfolio Management, Insurance, Stocks, and Loans , they are a trusted partner in financial growth. Key Responsibilities: Build & manage long-term relationships with High Net-Worth Individuals (HNIs) & retail clients. Understand client financial goals and design customized wealth solutions. Recommend and cross-sell financial products: Mutual Funds, PMS, Insurance, Equities, Bonds, etc. Proactively generate leads and achieve revenue/business targets. Monitor client portfolios and provide periodic reviews. Ensure exceptional client servicing and retention. Desired Candidate Profile: Experience: 4–5 years in Wealth Management / Financial Advisory / Relationship Management. Strong knowledge of financial instruments (Mutual Funds, Insurance, PMS, Equities, etc.). Excellent communication, presentation & client-handling skills. Proven track record of achieving sales/revenue targets. MBA/Graduate in Finance or related field preferred. Certifications like NISM/IRDA will be an added advantage. Apply Now: Send your updated resume to: durgesh@trusttrianglemanagement.in WhatsApp/Call: +91 63554 04085