0 years

2 - 4 Lacs

Posted:5 hours ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Position: Wealth Manager
Location: Hyderabad
Company: IArista Artha Pvt Ltd
Website: iarista.com

What the role is about

You’ll be advising clients on investments, building and managing their portfolios, and helping them make smart financial decisions. This is a client-facing role for someone who is comfortable with sales and long-term relationship building.

Key Responsibilities

  • Prospect, acquire, and onboard clients
  • Understand client goals and recommend suitable investment products
  • Maintain long-term client relationships
  • Guide clients on mutual funds, insurance, and other investment avenues
  • Ensure compliance with regulatory guidelines

Who we are looking for

  • Someone who enjoys sales and interaction with people
  • Prior experience in investments / banking / mutual funds / insurance
  • Working knowledge of financial products
  • NISM V-A is mandatory
  • Strong communication and client handling skills

Share your resume with us : reema.tawade@iarista.com

WhatsApp or get in touch now : +91 9167838867

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹35,000.00 per month

Work Location: In person

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