Wealth Manager

Company Description

FundsIndia is one of India's largest investment and mutual fund platforms, with nearly Rs. 10,000 crores invested by over 25 lakh loyal investors. Our platform is the fastest-growing in the industry and has received several prestigious awards. We are committed to providing sophisticated investment advice and ensuring everyone has access to India's financial system. Join us as we inspire a new generation of investors and reshape the investment industry.

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 financial planning and investment management services, developing and implementing investment strategies, and advising clients on investments and insurance. The Wealth Manager will also manage client portfolios, conduct regular reviews, and ensure clients achieve their financial goals.

Qualifications

• Financial Planning and Investment Management skills
• Knowledge of Investments and Finance
• Experience with Insurance products
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work on-site in Hyderabad
• Bachelor's degree in Finance, Economics, or a related field
• Professional certifications such as CFP, CFA, or equivalent are a plus