Wealth Manager

Position Overview: We are looking for a dynamic and motivated Wealth Manager to join our team. The ideal candidate should have excellent communication skills, a proactive mindset, and a passion for delivering outstanding client service.   We are open to considering candidates with sales experience in industries like Mutual Funds, Insurance, FMCG, Pharma, Hotel Industry, or other customer-centric domains.   Key Responsibilities: 1. Client Engagement: Ø Develop and maintain strong client relationships by understanding their financial goals and needs. Ø Provide personalized investment advice, portfolio management, and wealth planning services. Ø Conduct regular reviews to ensure alignment with clients' objectives and recommend changes when needed. 2. Sales & Business Development: Ø Identify and acquire new clients through referrals, networking, and business development activities. Ø Promote the firm's suite of financial products and services, focusing on Mutual Funds and other investment options. Ø Prepare and deliver impactful presentations and proposals tailored to clients' needs. 3. Advisory Excellence: Ø Educate clients on market trends, investment opportunities, and risk management strategies. Ø Recommend diversified investment options, ensuring a balance between growth and safety. Ø Provide guidance on tax-efficient investment strategies. 4. Operational & Administrative Support: Ø Coordinate with internal teams to ensure smooth execution of client transactions. Ø Maintain accurate records of client interactions, portfolios, and communications. Ø Assist with compliance-related documentation and reporting. 5. Market Awareness & Expertise: Ø Stay updated on market trends, regulatory changes, and product developments. Ø Provide insights and thought leadership to clients, positioning the firm as a trusted financial advisor.