Posted:3 hours ago|
Platform:
On-site
Full Time
We Are Hiring – Wealth Manager
Locations: Sector 142, Noida
Experience: 2+ Years
Functional Area: Marketing / Wealth Management
Key Responsibilities:
Acquire and manage relationships with HNI and Ultra-HNI clients.
Grow and maintain Assets Under Management (AUM).
Provide investment advisory and manage clients’ overall financial portfolios.
Coordinate with product and research teams for informed investment decisions.
Support and conduct seminars, workshops, and business development initiatives.
Achieve targets related to client acquisition, business volumes, and AUM growth.
Stay updated on market trends and investment opportunities.
Maintain periodic communication with clients to ensure service satisfaction and returns.
Review client portfolios based on market changes, economic trends, and personal life events.
Handle multiple investment products including PMS, Model Portfolios, Mutual Funds, Insurance, Bonds, Equity, Commodities, and Currency products.
Strong client relationship and communication skills
Qualifications:
CFP / CFA / MBA (Finance / Marketing)/Graduate(Any)
Job Types: Full-time, Permanent
Pay: ₹40,000.00 - ₹60,000.00 per month
Benefits:
Education:
Experience:
Work Location: In person
Flysoft
Upload Resume
Drag or click to upload
Your data is secure with us, protected by advanced encryption.
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.
We have sent an OTP to your contact. Please enter it below to verify.
8.0 - 18.0 Lacs P.A.
greater noida
4.8 - 7.2 Lacs P.A.
ahmedabad, gujarat, india
Experience: Not specified
Salary: Not disclosed
ahmedabad, jaipur, vadodara
35.0 - 100.0 Lacs P.A.
new delhi, delhi, india
Experience: Not specified
Salary: Not disclosed
ahmedabad, all india
Salary: Not disclosed
hyderabad
2.0 - 5.0 Lacs P.A.
kolkata, delhi / ncr, mumbai (all areas)
10.0 - 20.0 Lacs P.A.
india
Experience: Not specified
3.0 - 4.5 Lacs P.A.
hyderabad, chennai, bengaluru
15.0 - 22.5 Lacs P.A.