Wealth Manager

Position Overview:
We are looking for a dynamic, well-presented, and client-focused Wealth Manager to join our Surat team. The ideal candidate will manage client relationships, provide investment advisory across multiple asset classes, oversee portfolio performance, and work closely with our internal operations team.

Key Responsibilities:

• Acquire, manage, and retain HNI/UHNI clients.
• Understand client financial goals and craft customized investment strategies.
• Recommend Mutual Funds, PMS, AIF, Bonds, & other wealth products.
• Review and monitor portfolio performance; provide periodic reports to clients.
• Coordinate with backend teams for transactions, compliance, and reporting.
• Keep clients updated on market developments, opportunities, and risks.
• Ensure exceptional client servicing and relationship management.

Required Skills & Qualifications:

• Bachelor’s/MBA in Finance, Accounting, Commerce, or related field.
• 2–5 years of experience in wealth management/financial advisory (preferred).
• Strong understanding of financial markets, investment products, and regulations.
• Excellent communication, presentation & interpersonal skills.
• Ability to build trust-driven and long-term client relationships.
• NISM certifications will be an added advantage.

What We Offer:

• Attractive salary + performance-based incentives.
• Opportunity to work with a reputed and expanding wealth management platform.
• Professional growth, training support, and exposure to diverse asset classes.
• Collaborative and supportive work environment.

Job Types: Full-time, Permanent

Pay: ₹378,315.52 - ₹1,081,494.40 per year

Benefits:

• Cell phone reimbursement
• Flexible schedule
• Food provided
• Provident Fund

Work Location: In person