Wealth Manager

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

Altport Experts

2 - 7 years

2 - 7 Lacs

Mumbai

Posted:19 hours ago

Apply

Job Description

Role & responsibilities

Manage distribution sales and key client relationships across assigned locations.
Drive AIF, PMS, and Mutual Fund product distribution to achieve revenue targets.
Acquire new clients and strengthen long-term investor relationships.
Conduct portfolio review meetings through audio, video, and in-person interactions.
Provide customized investment solutions aligned with client financial goals.
Monitor market trends and deliver updated investment insights to clients.
Ensure regulatory compliance and seamless client servicing.

Preferred candidate profile

Bachelors degree in Finance, Economics, Business Administration, or related field.
CFA, CFP, or similar certifications are highly preferred.
4–15 years of experience in Wealth Management or Financial Advisory.
Strong understanding of investment products, AIF, PMS, and financial markets.
Excellent communication, analytical, and relationship-building skills.

Skills Required

B2C Sales Business development Sales Retail sales Retail HNI Wealth management B2C

Learn the skills this job asks for

Sales and business development

Free courses, interview questions and practice for each skill.

Work Mode

Work from Office

Job Type

Full Time

Mock Interview

Practice Video Interview with JobPe AI

Start Business Development Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.

Enhance Your Skills

Practice coding challenges to boost your skills

Start Practicing Now

Altport Experts

Login to

Please Verify Your Phone or Email

Confirm Action

Search

Profile

Upskill and Grow with AI

Wealth Manager