Wealth Manager

JOB DESCRIPTION

Position: Wealth Manager

Location: Shyamal, Ahmedabad

Employment Type: Full-Time

Reporting To: Head of the Firm

Number of Openings: 2

About the Company

We are a rapidly growing Financial Services and Wealth Management organization focused on providing investment advisory, portfolio management, trading support, and customized financial solutions to HNI, UHNI, and corporate clients. The company deals in Equity, Mutual Funds, PMS, Bonds, Commodity Trading, and Algo Trading solutions while helping clients achieve their financial goals through strategic investment planning and professional advisory services.

We are looking for experienced, energetic, and target-driven professionals who possess strong market knowledge and the ability to generate business opportunities within the wealth management and financial services sector.

Mandatory Requirement

NISM Certification is Compulsory

Candidates without a valid NISM certification will not be considered for this role.

Required Qualification

Candidates must possess any one of the following qualifications:

• Graduate

• Postgraduate

• Diploma Holder

• Technical Certification Holder

Candidates with additional certifications related to finance, investment advisory, stock market, or wealth management will be preferred.

Eligibility Criteria

Gender

Open for Male and Female Candidates

Age Criteria

• Preferred age up to 45 years

• Candidates above 45 years may also apply if they possess 10–15 years of relevant industry experience and strong market exposure

Experience Required

Minimum Experience

• Minimum 2 years of relevant experience is mandatory

Preferred Industry Background

Candidates from the following industries will be preferred:

• Wealth Management

• Financial Services

• Share Market

• Investment Advisory

• Stock Broking

• Capital Market Services

Preferred Candidate Profile

The ideal candidate should have:

• Strong understanding of Wealth Management and Share Market operations

• Knowledge of Equity, Mutual Funds, PMS, Bonds, Commodity Market, and Algo Trading

• Experience in handling HNI, UHNI, and corporate clients

• Good understanding of trading activities and portfolio management

• Strong business development and client acquisition skills

• Excellent communication and relationship-building abilities

• Professional approach towards client servicing and reporting

• Knowledge of digital marketing and lead generation techniques

• Corporate sales experience will be considered an added advantage

• Ability to work independently with ownership and accountability

Salary and Benefits

Salary Range

₹20,000 to ₹50,000 per month

The final salary package will depend on:

• Relevant experience

• Industry knowledge

• Communication skills

• Interview performance

• Business development capabilities

Additional Benefits

• Attractive Performance-Based Incentives

• Bonus Structure

• Festival Benefits

• Career Growth Opportunities

• Professional Exposure in Financial Services Industry

Work Details

Work Mode

Work From Office Only

Office Location

Shyamal, Ahmedabad

Office Timings

08:30 AM to 05:30 PM

Travel Requirement

Client visits may be required depending on business requirements and meetings.

Key Roles and Responsibilities

Client Relationship Management

• Develop and maintain strong relationships with clients

• Understand client investment requirements and financial goals

• Provide suitable investment and wealth management solutions

• Ensure high levels of client satisfaction and long-term engagement

Business Development

• Generate new business opportunities through references, networking, and market connections

• Acquire new clients and expand the business portfolio

• Focus on HNI, UHNI, and corporate client acquisition

• Achieve monthly and quarterly sales and revenue targets

Portfolio & Market Management

• Track and monitor client portfolios and trading activities

• Stay updated with daily market trends, industry news, and financial developments

• Provide timely market updates and investment-related support to clients

• Maintain awareness of Equity, Mutual Funds, PMS, Bonds, Commodity, and Algo Trading market activities

• Maintain awareness of internal and external financial market activities

Coordination & Reporting

• Coordinate effectively with internal teams and departments

• Maintain professional communication standards

• Prepare reports, updates, and documentation as required by management

• Ensure proper follow-up and client servicing activities

Ownership & Performance

• Work with complete ownership and responsibility

• Ensure timely completion of assigned tasks and targets

• Meet business expectations and performance benchmarks

• Target achievement expectation is 2X to 2.5X for incentive eligibility

Required Skills

Primary Skills

• Wealth Management Knowledge

• Share Market Understanding

• Knowledge of Equity, Mutual Funds, PMS, Bonds, Commodity & Algo Trading

• Sales and Business Development

• Client Relationship Management

• Financial Product Knowledge

• Target Achievement Capability

Secondary Skills

• Excellent Communication Skills

• Negotiation and Convincing Ability

• Digital Marketing Knowledge

• Reporting and Coordination Skills

• Professional and Positive Attitude

• Relationship Building Skills

Why Join Us

• Opportunity to work in a growing Financial Services organization

• Exposure to HNI, UHNI, and corporate clients

• Attractive incentive structure

• Career growth opportunities in Wealth Management

• Professional and supportive work environment

• Opportunity to enhance market and financial industry exposure

Joining Requirement

• Immediate Joiners Preferred

• Candidates serving notice period may also apply

Contact Details

Phone: 9327071692

Email: talent.execura@gmail.com