Job
Description
Job Title: Wealth Manager Company: Choice Company Location: Pan India Job Type: Full-Time Company Overview Choice Group, incorporated in 1992, is a financial institution which finds its legacy in solving financial problems and bridging gaps for individuals, institutions and governments. For past 31 years we are committed to help our clients achieve their financial aspirations and promote value creation for society. Job Overview: Choice Company is seeking an experienced and motivated Wealth Manager to join our team. The ideal candidate will have a minimum of 2 to 3 years of experience in financial services, specifically in mutual funds, insurance, bonds, fixed deposits, and portfolio management services (PMS). This role will also focus on B2B sales, developing and maintaining relationships with institutional clients. Key Responsibilities: • • • • Develop and manage a diverse portfolio of high-net-worth individuals and institutional clients. Provide expert advice on investment strategies and products, including mutual funds, insurance, bonds, fixed deposits, and PMS. Conduct in-depth financial analysis and risk assessments to tailor investment solutions to clients' needs. Build and maintain strong relationships with clients to understand their financial goals and objectives. • • • Actively prospect and generate new business through B2B sales initiatives, targeting financial institutions and corporate clients. Stay informed about market trends, regulations, and economic factors that affect investment strategies. Collaborate with the marketing team to develop promotional strategies for financial products. • • Prepare and deliver compelling presentations and proposals to prospective clients. Monitor and report on the performance of client portfolios, making adjustments as needed to achieve desired outcomes. • Ensure compliance with industry regulations and internal policies. Qualifications: • • Bachelors degree in Finance, Business Administration, or a related field; MBA is a plus. Minimum of 2 to 3 years of experience in wealth management, financial advisory, or related fields. • • Proven track record in B2B sales and client relationship management. Strong understanding of mutual funds, insurance products, bonds, fixed deposits, and PMS. • • • • Excellent analytical and problem-solving skills. Effective communication and interpersonal skills. Ability to work independently and as part of a team. Relevant certifications (e.g., CFP, CFA, or equivalent) are preferred. What We Offer: • • • Competitive salary and performance-based incentives. Opportunity to work in a dynamic and supportive environment. Continuous professional development and training programs.
