Turtle Wealth Management Private Limited

2 Job openings at Turtle Wealth Management Private Limited
Option Buyer Analyst/Trader surat,gujarat,india 2 years None Not disclosed Remote Full Time

Designation: Option Buyer Analyst/Trader Place: Surat, Gujarat, India. - NO WFH KRA: To Study option Market Buying side with Different asset class To Make Option Buying Strategy. To Trade with Turtles Family Office Fund. Qualification and Experience: NISM - Options Certification, 2 Years of Option Buying Analysis or Trader. Salary: 3 to 6 Lac. + Incentive.

Wealth Manager surat,gujarat,india 0 years None Not disclosed On-site Full Time

JOB DESCRIPTION: WEALTH MANAGER Core Responsibilities: Develop and maintain strong relationships with clients, understanding their financial needs and goals. Identify and acquire new clients through networking, referrals, and business development activities. Analyze clients’ financial status, risk tolerance, and investment preferences. Stay updated on financial markets, investment products, and economic trends. Ensure all advisory services and client interactions comply with applicable laws, regulations, and company policies. Work closely with other team members to deliver seamless client experiences. Share insights with clients and suggest adjustments to strategies as needed. Knowledge and Skills Required: Proven experience in wealth management, financial advisory, or related fields. Strong understanding of financial products, investment strategies, and market trends. Excellent interpersonal and communication skills. Strong problem-solving skills and attention to detail. 📍 Location: Surat 📩 Send your resume to hr@turtlewealth.i n or apply now to join our team. 📱 +919510569934 Let’s build success together!