Wealth Manager

Job Opening: Wealth Manager – Ahmedabad

Location: Ahmedabad
Company: Reputed MNC
Package: Up to ₹15 LPA
Experience Required: Strong Sales Experience in Wealth Management, Finance, and Capital Market Sector

Role: Wealth Manager

We are hiring an experienced and result-oriented Wealth Manager for a reputed MNC in Ahmedabad.
The candidate should have strong expertise in wealth products, HNI client handling, portfolio management, and capital market sales.

Key Responsibilities

• Acquire and manage HNI clients
• Offer investment solutions based on client financial objectives
• Promote wealth management products: Mutual Funds, PMS, Bonds, Insurance, Equity, etc.
• Achieve monthly and annual sales/revenue targets
• Conduct regular portfolio reviews and ensure strong client relationships
• Coordinate with internal teams for smooth service delivery
• Stay updated with market trends and investment regulations

Candidate Requirements

• 3–7 years of experience in Wealth Management / Finance / Capital Market Sales
• Excellent communication and client relationship skills
• Proven track record in achieving sales targets
• Strong knowledge of investment products, taxation fundamentals, and portfolio strategy
• Ability to manage HNI and Ultra-HNI clients effectively

Job Types: Full-time, Permanent

Pay: ₹378,315.52 - ₹1,481,494.40 per year

Benefits:

• Cell phone reimbursement
• Health insurance
• Paid sick time
• Paid time off
• Provident Fund