Wealth Manager

Company Description

FundsIndia is one of India's largest investment and mutual fund platforms, managing nearly Rs. 20,000 crores for over 25 lakh investors. Recognized as the fastest-growing platform and recipient of several awards, FundsIndia is committed to providing everyone with access to sophisticated investment advice. Our mission is to inspire a new generation of investors by re-architecting the investment industry. Join us on this exciting journey and be part of our dynamic team.

Role Description

This is a full-time on-site role for a Wealth Manager located in Hyderabad. The Wealth Manager will be responsible for providing comprehensive financial planning services, managing investment portfolios, and offering investment advice. The role involves working closely with clients to develop personalized financial plans, assessing their insurance needs, and managing their financial goals. The Wealth Manager will ensure clients are informed about market trends and investment opportunities to help them achieve their financial objectives.

Qualifications

• Experience in Financial Planning and Investment Management
• Knowledge of Investments and Finance
• Understanding of Insurance products and services
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Ability to work effectively in a team-oriented environment
• Bachelor's degree in Finance, Economics, Business, or a related field
• Certifications such as CFP, CFA, or similar are a plus