Wealth Manager

Job description:

Job Title: Wealth Manager

Location: Sector 28 Gurgaon

Company: Oceano Apex Pvt. Ltd.

Employment Type: Full-time

About Us:

Oceano Apex Pvt. Ltd. is a leading wealth management company based in Gurgaon, committed to providing innovative financial solutions. We are looking for a Wealth Manager to enhance our online presence, engage with our audience, and drive brand growth through strategic role.

Key Responsibility Areas:

• Must have experience in the Finance, Fintech, or Wealth Management industry.
• Proficient in:
• PowerPoint (PPT)
• Testimonial video creation
• Article writing
• Executing BTL (Below-the-Line) marketing activities
• Possess in-depth knowledge of Portfolio Management Services (PMS) and investment products such as Insurance, Mutual Funds, and Equities.
• Build and maintain strong relationships with High-Net-Worth Individuals (HNIs), corporate clients, and institutional clients.
• Drive business growth by acquiring new clients and increasing Assets Under Management (AUM).
• Lead, mentor, and guide team members to ensure high performance.
• Stay informed about market trends, new products, and regulatory changes.

Job Types: Full-time, Permanent

Pay: ₹40,000.00 - ₹50,000.00 per month

Work Location: In person

Speak with the employer
+91 9266151754