Wealth Manager

Trust Triangle Management

3 - 8 years

4 - 6 Lacs

ahmedabad

Posted:6 hours ago| Platform:

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Skills Required

wealth management mutual funds private banking investment banking portfolio management services pms third party products investment advisory hni acquisition financial advisory hni client handling investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Wealth Manager

Ahmedabad 380005

Up to 6 LPA (Based on Interview & Experience)

45 Years in Wealth/Financial Advisory

About the Company:

Mutual Funds, Portfolio Management, Insurance, Stocks, and Loans

Key Responsibilities:

Build & manage long-term relationships with High Net-Worth Individuals (HNIs) & retail clients.
Understand client financial goals and design customized wealth solutions.
Recommend and cross-sell financial products: Mutual Funds, PMS, Insurance, Equities, Bonds, etc.
Proactively generate leads and achieve revenue/business targets.
Monitor client portfolios and provide periodic reviews.
Ensure exceptional client servicing and retention.

Desired Candidate Profile:

Experience: 4–5 years in Wealth Management / Financial Advisory / Relationship Management.
Strong knowledge of financial instruments (Mutual Funds, Insurance, PMS, Equities, etc.).
Excellent communication, presentation & client-handling skills.
Proven track record of achieving sales/revenue targets.
MBA/Graduate in Finance or related field preferred.
Certifications like NISM/IRDA will be an added advantage.

Apply Now:

durgesh@trusttrianglemanagement.in

+91 63554 04085

More Jobs at Trust Triangle Management

Wealth Manager

ahmedabad

3.0 - 8.0 yrs

INR 4 - 6 Lacs

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