Wealth Manager

Experience:

• Fresher:

  Should possess theoretical knowledge of investment products, primarily Mutual Funds and Stock Markets.

Candidates must come prepared to answer fundamental questions on Mutual Funds, Stock Market investments, returns, financial terminologies, and related topics.

• Experienced (Minimum 3 years):

  Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.

Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management.

Education:

Regulatory/Other Certifications:

Role Overview:

Key Responsibilities:

• Build and maintain strong relationships with HNI clients.
• Provide expert advice on Mutual Funds, Equities, Bonds, Insurance, and other investment products.
• Conduct regular portfolio reviews and risk assessments.
• Identify and onboard new clients to expand the business portfolio.
• Offer customized investment and financial planning solutions.
• Stay updated on market trends, financial products, and regulatory changes.