Wealth Manager

Role Overview: As a Wealth Manager at FINVESTMENTS located in Noida, your primary responsibility will be to manage client portfolios, provide investment and insurance advisory, and ensure clients achieve their financial goals. This role involves investment advisory, financial analysis, client relationship management, and business development. To excel in this role, you should possess strong analytical abilities, sales acumen, and a client-centric mindset. Key Responsibilities: - Analyze client goals, risk appetite, and time horizon to recommend mutual funds, insurance products, and other financial instruments. - Construct and manage diversified portfolios aligned with client objectives. - Monitor client portfolios and recommend rebalancing strategies as required. - Simplify complex financial products and guide clients on SIPs, tax-saving investments, and long-term wealth-building. - Conduct in-depth research on mutual funds, stock markets, insurance plans, and other investment options. - Track macroeconomic trends and industry developments for data-driven advisory. - Evaluate fund performance using NAV, risk-return metrics, and fund manager insights. - Compare insurance policies (life, health, term, ULIPs, etc.) to suggest optimal solutions. - Build and nurture strong client relationships with regular portfolio reviews and updates. - Onboard new clients by identifying financial needs and creating investment strategies. - Address queries related to investments, insurance, taxation, and regulations. - Drive sales of mutual funds, insurance, and financial services by tapping new opportunities. - Generate leads via referrals, networking, and marketing campaigns. - Collaborate with sales teams to enhance client acquisition and retention. - Ensure compliance with SEBI, AMFI, and IRDAI guidelines. - Maintain accurate records of transactions, client documents, and interactions. - Support audits and ensure transparency in all recommendations. - Prepare investment reports, portfolio summaries, and risk assessments. - Use financial modelling and analytics tools to track performance. - Share periodic updates with management on sales growth and client portfolio performance. Qualifications Required: - Bachelors or Masters degree in Finance, Economics, Business Administration, or related fields. - Certifications preferred: NISM Series V-A (Mutual Fund Distributors), CFP, CFA, or IRDAI Insurance Advisor License. - Experience: 6 months - 5 years in wealth management, financial advisory, or investment planning.,