Wealth Management Executive

Role Overview: 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. Qualification Required: - Bachelors degree in Finance/Commerce or related field. - NISM Series V-A certification (mandatory). Additional Details: The desired skills for this role include strong communication and negotiation skills, financial planning knowledge, a client-oriented approach, and familiarity with mutual funds, insurance, and trading platforms. The ideal candidate should have at least 2 years of experience in financial services or advisory roles. (Note: The company details were not explicitly mentioned in the job description.),