Wealth Manager

Job Description – Wealth Manager

Company: Kedia Capital Services Pvt. Ltd. (Chettri Insurance)

Location: Thane / Kalyan West / Jaipur / Surat / New Delhi

Role Overview:

We are seeking a dynamic and client-focused Wealth Manager to join our team at Kedia Capital. The role involves providing wealth management solutions, financial advisory, and investment planning to clients. Candidates with minimum 2 + years of relevant experience are preferred, though fresh MBA (Finance) graduates with strong analytical and interpersonal skills are also welcome to apply.

Key Responsibilities:

· Build and maintain strong client relationships by understanding their financial goals.

· Advise clients on investment strategies across Mutual Funds, Insurance, Equities, and other wealth management products.

· Prepare and present tailored financial plans and solutions.

· Achieve business development and revenue growth targets.

· Conduct client meetings, seminars, and webinars to enhance client engagement.

· Stay updated with financial market trends and product knowledge.

Requirements:

· Minimum 2 + years of experience in Wealth Management / Financial Advisory preferred.

· Strong communication, presentation, and interpersonal skills.

· Ability to analyze financial needs and provide suitable solutions.

· Self-motivated, target-oriented, and client-focused.

What We Offer:

· Opportunity to work with a leading stock broking and advisory firm.

· Growth-oriented environment with learning opportunities.

· Attractive incentive structure and career progression.