Job
Description
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 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. Show more Show less
