Wealth management executive

Job Description

Job title: WEALTH MANAGEMENT EXECUTIVE Company: HEDGE EQUITIES Ltd Location: kochi,kerala Type: full-time Job summary : As a Wealth Management Executive at Hedge Equities Ltd., you will play a vital role in delivering personalized financial solutions to clients by understanding their investment needs, risk profiles, and long-term goals. You will be responsible for promoting a range of financial products, assisting in portfolio construction, and maintaining strong client relationships. Key Responsibilities : Interact with individual clients to assess their financial goals, risk appetite, and investment preferences. Design and recommend suitable financial plans and investment strategies (mutual funds, insurance, equities, etc.) Explain features and benefits of various financial products and assist clients in transactions and documentation. Maintain strong post-sales relationships through periodic portfolio reviews and performance updates. Meet sales targets for investment products while ensuring compliance with SEBI and internal guidelines. Stay updated with market trends, regulatory changes, and new product offerings. Work closely with the Research and Trading departments to deliver timely recommendations. Required qualifications : Bachelor’s degree in Finance/Commerce or related field - NISM Series V-A certification (mandatory) Desired Skills: Strong communication and negotiation skills Financial planning knowledge Client-oriented approach Familiarity with mutual funds, insurance, and trading platforms Experience: 0–2 years in financial services or advisory roles. To Apply: Email your updated resume to abhiramik286@gmail.com Show more Show less