Wealth Manager

About A.C. Agarwal Share Brokers:

A.C. Agarwal Share Brokers is a trusted name in the Indian capital markets, with over two decades of expertise. The company is a registered member of leading Indian stock exchanges and depositories including NSE, BSE, MCX, and CDSL. Backed by a strong network of 250+ authorized partners, we are dedicated to enabling financial growth and wealth creation across the country.

Role Overview

Wealth Manager

Key Responsibilities

• Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business.
• Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments.
• Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products.
• Identify client needs, risk appetite, and financial goals to design appropriate investment strategies.
• Achieve revenue and AUM (Assets Under Management) targets through cross-selling and upselling opportunities.
• Conduct periodic portfolio reviews and ensure clients are updated on market trends, performance, and recommendations.
• Collaborate with research and product teams to deliver value-added insights to clients.
• Ensure compliance with regulatory guidelines (SEBI, RBI, and company policies) in all advisory and sales activities.
• Maintain strong business development focus by acquiring new clients through networking, referrals, and bank/financial institution connections

Qualifications & Skills

• MBA in Marketing/Finance (preferred).
• 2–7 years of relevant experience, preferably from

  Banks, NBFCs, or leading Broking/Wealth Management firms

  .
• Strong knowledge of equity, mutual funds, insurance, and other investment products.
• Excellent communication, presentation, and relationship management skills.
• SEBI/NISM certifications (if required for advisory roles) will be an added advantage.

Why Join Us?

• Opportunity to work with one of the leading stock broking firms with a strong market presence.
• Performance-driven growth opportunities and incentive structures.
• Exposure to a wide range of financial products and client segments.

Job Type: Full-time

Benefits:

Paid time off

Provident Fund

Work Location: In person (On Site)