Wealth Management Professional

Company Description

InCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services designed to grow and protect wealth, with a personalized approach to each individual's financial goals. Our offerings include Market Linked Debentures (MLDs), Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Bonds, Corporate Fixed Deposits (CFDs), 54 EC Bonds, Sovereign Gold Bonds, and Health Insurance. Our platform, designed with open architecture, provides real-time insights, portfolio analysis, and asset allocation recommendations. We are committed to building long-term relationships with our clients, helping them achieve their financial goals and secure a brighter future.

Role Description

This is a full-time, on-site role for a Wealth Management Professional, based in Surat. The Wealth Management Professional will be responsible for financial planning, providing investment management services, managing client investments, and offering advice on finance and insurance. Day-to-day tasks will include creating and implementing financial strategies tailored to client needs, monitoring client portfolios, conducting financial reviews, and guiding clients through complex financial decisions.

Qualifications

• Financial Planning and Investment Management skills
• Expertise in Investments and Finance
• Experience in Insurance
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and collaboratively in a team environment
• Bachelor's degree in Finance, Economics, or a related field
• Relevant certifications such as CFA, CFP, or equivalent are a plus