Wealth Manager

Company Description

Swastika Investmart Limited, a public limited company established in 1992, is a leading name in the stockbroking and capital markets industry. Headquartered in Indore, the company caters to over 259,616 clients through a nationwide network of more than 102 branches and 978+ professionals. Swastika offers a range of services including stock, derivatives, commodity, and currency broking, depository services, merchant banking, and NBFC services. Recognized with multiple prestigious awards such as Top Performer in Derivatives by BSE and Best Brokerage House Central India by MCX, Swastika is a trusted name in financial services. The company's consistent growth and commitment to excellence have made it one of the top stockbroking houses in the country.

Role Description

The Wealth Manager will be responsible for assisting clients in financial planning, managing investments, and ensuring their financial goals are met. Day-to-day tasks include evaluating client financial portfolios, designing customized investment strategies, providing insights on market trends, and offering expert guidance on insurance and other financial products. This is a full-time, on-site role based in Prayagraj.

Qualifications

• Proficiency in Financial Planning and Investment Management
• Strong knowledge of Investments and Finance
• Understanding of Insurance and related products
• Excellent communication and interpersonal skills with the ability to build and maintain client relationships
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field
• Relevant certifications (e.g., CFP, CFA) are preferred but not mandatory
• Ability to work effectively in an on-site team environment