Wealth Manager

Job Title: Wealth Manager - Equities, Mutual Funds & Wealth Management Products

A.C. Agarwal Share Brokers is an Indian stock broking company with 20+ years of experience in the capital markets. The company holds memberships of most of India's top stock exchanges and depositories, including NSE, BSE, MCX, and CDSL. With a team of 250+ authorized partners, AC Agarwal is committed to building growth and wealth creation at a national level.

Position Summary:We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products. The ideal candidate will possess strong knowledge of the share market and a passion for delivering personalized wealth management solutions. Prior experience in the share market or a share broking firm is mandatory.

Key Responsibilities:

• Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments.
• Build and maintain strong client relationships by understanding their financial needs and providing regular portfolio updates.
• Provide strategic advice on stock market investments, including large-cap, growth, and undervalued stocks.
• Stay updated on market trends, perform equity research, and assist clients in making informed investment decisions.
• Collaborate with research teams and use technical platforms like Symphony XTS for seamless client portfolio management.
• Identify and understand client needs, risk profiles, and investment goals to develop customized financial strategies.
• Execute transactions on behalf of clients and ensure smooth trade settlements.
• Achieve sales targets for equity, mutual funds, and other wealth management products.
• Educate clients about investment opportunities and ensure transparency in all dealings.
• Ensure compliance with industry regulations and company policies.

Key Requirements:

• Bachelor's degree in Finance, Economics, or related fields. ACFA or CFP certification is preferred.
• Proven more than 5 years experience in wealth management or financial advisory roles within a stock broking firm.
• Strong knowledge of equity markets, investment strategies, and portfolio management.
• Excellent communication, relationship management, and negotiation skills.
• Proficiency in financial analysis and trading platforms.
• Ability to work independently and as part of a team in a fast-paced environment.

Job Type: Full-time

Pay: ₹360,000.00 - ₹800,000.00 per year

Benefits:

• Paid time off
• Provident Fund

Work Location: In person