Wealth Manager

As a SEBI-registered mutual fund distribution firm dedicated to assisting individuals and families in achieving their financial objectives, we prioritize a client-centric strategy by providing tailored investment solutions across various mutual fund schemes and financial products. By becoming a part of our expanding team, you will contribute to a reputable financial advisory network. Your primary responsibilities will include acquiring and managing clients for Financial Market Investments. This involves comprehending investor requirements and suggesting suitable mutual fund schemes, conducting regular portfolio assessments to ensure client engagement, and staying informed about industry trends, regulatory modifications, and product advancements. Additionally, you will aid clients in onboarding and executing transactions through both online and offline channels while adhering to SEBI and AMFI guidelines for documentation. To excel in this role, you should hold a certification as a Certified Mutual Fund Distributor with valid AMFI/NISM certification Series V-A. While freshers with a keen interest in financial services and client interaction are encouraged to apply, proficiency in Investment Management and Investments, strong analytical and problem-solving abilities, excellent interpersonal and communication skills, and the capacity to work autonomously or as part of a team are essential. A Bachelor's degree in Finance, Economics, Business, or a related field is required, and possessing a professional certification like CWM, CFP, or similar would be advantageous.,