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Infinityarthvishva Advisory
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Wealth Management Executive

Wealth Management Executive

Infinityarthvishva Advisory

1 - 6 years

|

2 - 5 Lacs

Posted:1 hour ago| Platform:

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Skills Required

portfolio management mutual funds sales equity analysis communication skills asset allocation stock market advanced excel investment analysis financial markets derivative market risk management nism certificates

Work Mode

Work from Office

Job Type

Full Time

Job Description

Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIFs)

Key Responsibilities:

Understand client financial goals, risk appetite, and time horizon to recommend suitable investment products.
Provide expert advice across Mutual Funds, PMS, AIFs, Bonds, and Unlisted Shares.
Construct, review, and rebalance client portfolios to optimize performance and risk-adjusted returns.
Maintain strong client relationships and ensure high levels of satisfaction and retention.
Prepare and present investment proposals and performance reports to clients.
Stay updated on market trends, regulatory changes (SEBI, AMFI, etc.), and product developments.
Coordinate with AMC, PMS & AIF partners for product information, transactions, and client servicing.
Support business development activities by identifying cross-sell and up-sell opportunities.
Maintain compliance and documentation in line with company and regulatory policies.

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Infinityarthvishva Advisory

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