Wealth Advisor

Job Description

Company Description Religare Broking Limited (RBL), a wholly owned subsidiary of Religare Enterprises Limited (REL), is a leading securities firm in India, serving over 1 million clients through both offline and online platforms. The company operates in over 400 cities, providing broking services in Equity, Currency, and Commodity, as well as depository participant services. RBL is a member of NSE, BSE, and MSEI, and a depository participant with NSDL and CDSL. The firm also offers PAN, TAN, and TDS/TCS services, and is an NSDL-appointed Aadhar enrolment agency and an AMFI-registered mutual fund distributor. Role Description This is an on-site, full-time role for a Wealth Advisor based at all over Tamilnadu. The Wealth Advisor will be responsible for providing wealth management services, including financial and retirement planning, and investment management. Day-to-day tasks include assessing clients’ financial needs, developing customized financial plans, managing clients’ investment portfolios, and providing ongoing financial advice and support. Qualifications Skills in Financial Planning and Retirement Planning Knowledge and experience in Investments and Broking Expertise in Wealth Management Services Strong analytical and problem-solving skills Excellent communication and interpersonal skills Bachelor's degree in Finance, Economics, or related field preferred Relevant certifications such as NISM 8 and IRDA are a plus Show more Show less