Wealth Manager

Job Title: Wealth Manager Location: Vadodara Job Type: Full-time Company Description: Jobiva International, a recruitment startup, is working with ‘A.C. Agarwal’ to source a suitable applicant for the role of Wealth Manager. A.C. Agarwal Share Brokers is an Indian stock broking company with 20+ years of experience in the capital markets. The company holds memberships of most of India's top stock exchanges and depositories, including NSE, BSE, MCX, and CDSL. With a team of 250+ authorized partners, AC Agarwal is committed to building growth and wealth creation at a national level. Position Overview: We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds , and other Wealth Management Products . The ideal candidate will possess strong knowledge of the share market and a passion for delivering personalized wealth management solutions. Prior experience in the share market or a share broking firm is mandatory. Core Responsibility: Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments. Build and maintain strong client relationships by understanding their financial goals and providing regular portfolio updates. Provide strategic advice on stock market investments, including large-cap, growth, and undervalued stocks. Stay updated on market trends, perform equity research, and assist clients in making informed investment decisions. Collaborate with research teams and utilize technical platforms like Symphony XTS for seamless client portfolio management. Experience in selling PMS, AIF, and debt products is mandatory Ensure compliance with industry regulations and company policies. Educate clients about investment opportunities and ensure transparency in all Dealings. Desired Qualification: Bachelor’s degree in Finance, Economics, or a related field; a CFA or CFP certification is preferred. Proven experience in wealth management or financial advisory within a stock broking firm. Strong knowledge of equity markets, investment strategies, and portfolio management. Excellent communication and relationship management skills. Proficiency in financial analysis and trading platforms. How to Apply: please submit your resume to Job Type: Full-time Pay: ₹384,056.83 - ₹1,071,252.73 per year Work Location: In person Speak with the employer +91 9096408582