Senior Manager, Investment Advisory Guardian Holdings Pvt. Ltd. (India)

2.0 - 6.0 years

0 - 0 Lacs

hyderabad, telangana

On-site

We are looking for a Senior Manager in Wealth Management (Advisory) to join our team at Guardian Capital. As an Elite Wealth and Asset Management firm, we have been recognized as the best investment advisory firm in India by CNBCTV18. At Guardian, we offer a wide range of services including Wealth Management, Financial Planning, and Taxation services, all tailored to meet our clients" individual needs. Why work at Guardian 1. Our people are our greatest assets. 2. We value integrity, passion, and a commitment to excellence. 3. With our company in a growth phase, there are ample opportunities for career advancement. We also offer ESOPs. 4. We believe in creating a fun and fulfilling work environment where every team member's role is meaningful. 5. Our ultimate goal is to make a significant impact on the quality of life for the families who entrust us with their savings. As a Senior Manager in Wealth Management (Advisory), you will play a vital role in our organizational success by focusing on three key pillars: Research: - Monitor the performance of invested funds. - Participate in fund manager calls to align internal research with external opinions. Financial Planning: - Develop financial plans and present them to clients. - Collaborate with team leaders to collect necessary data. - Update client information and adjust plans as needed. Client Service: - Gather required documents and information during client onboarding. - Conduct purchase cost analyses when requested. - Hold regular meetings with clients to address inquiries and resolve issues. Daily Activities: - Allocate time as required for the above responsibilities. Salary Range: - Freshers: 8 to 10 lac pa (excluding bonus) - Experienced: 10 to 12 lac pa Mode of Work: Office-based (5 days a week) Location: Jubilee Hills, Hyderabad Bond: One year If you are a candidate with a Master's degree in Business Administration (Finance or related field) and at least 2 years of relevant experience, along with pursuing CFP or holding NISM Investment Advisory-A & B tests, NISM VA, XXI A, we encourage you to apply. Join Guardian Capital and embark on a fulfilling career while helping clients achieve their financial goals! Interested candidates can submit their resumes to hr@gcia.in. For more information, please visit our websites at www.gcia.in, www.guardianholdings.in, and www.guardianassetmanagement.in. You can also learn more about us at https://yourstory.com/2020/02/guardian-capital-investment-banker-snapdeal-zomato.,

Posted 5 days ago

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