Wealth Manager

3 - 7 years

0 Lacs

Posted:19 hours ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an Indian stock broking company with over 20 years of experience in the capital markets, A.C. Agarwal Share Brokers holds memberships in major stock exchanges and depositories such as NSE, BSE, MCX, and CDSL. With a dedicated team of 250+ authorized partners, our firm is committed to fostering growth and wealth creation at a national level. We are currently looking for a skilled and motivated Wealth Manager who specializes in Equities, Mutual Funds, and other Wealth Management Products. The ideal candidate should have a deep understanding of the share market and a strong commitment to delivering personalized wealth management solutions. Previous experience in the share market or a share broking firm is a prerequisite for this role. Responsibilities: - Develop and execute tailored financial plans for clients, concentrating on equity, fixed income, and alternative investments. - Cultivate and sustain robust client relationships by comprehending their financial requirements and offering regular portfolio updates. - Provide strategic guidance on stock market investments, covering large-cap, growth, and undervalued stocks. - Stay abreast of market trends, conduct equity research, and assist clients in making well-informed investment choices. - Collaborate with research teams and leverage technical platforms like Symphony XTS for seamless client portfolio management. - Identify and grasp client needs, risk profiles, and investment objectives to formulate personalized financial strategies. - Execute transactions on behalf of clients and ensure efficient trade settlements. - Attain sales targets for equity, mutual funds, and other wealth management products. - Educate clients on investment opportunities and uphold transparency in all transactions. - Ensure adherence to industry regulations and company policies. Qualifications: - Bachelor's degree in Finance, Economics, or related fields. ACFA or CFP certification is desirable. - Demonstrated expertise in wealth management or financial advisory roles within a stock broking firm. - Sound knowledge of equity markets, investment strategies, and portfolio management. - Exceptional communication, relationship management, and negotiation abilities. - Proficiency in financial analysis and trading platforms. - Capability to work autonomously and collaboratively in a dynamic environment.,

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