Wealth Manager

Position Overview: We are looking for a dynamic and motivated Wealth Manager to join our team. The ideal candidate should have excellent communication skills, a proactive mindset, and a passion for delivering outstanding client service.

We are open to considering candidates with sales experience in industries like Mutual Funds, Insurance, FMCG, Pharma, Hotel Industry, or other customer-centric domains.

Key Responsibilities:

1. Client Engagement:

Ø Develop and maintain strong client relationships by understanding their financial goals and needs.

Ø Provide personalized investment advice, portfolio management, and wealth planning services.

Ø Conduct regular reviews to ensure alignment with clients' objectives and recommend changes when needed.

2. Sales & Business Development:

Ø Identify and acquire new clients through referrals, networking, and business development activities.

Ø Promote the firm's suite of financial products and services, focusing on Mutual Funds and other investment options.

Ø Prepare and deliver impactful presentations and proposals tailored to clients' needs.

3. Advisory Excellence:

Ø Educate clients on market trends, investment opportunities, and risk management strategies.

Ø Recommend diversified investment options, ensuring a balance between growth and safety.

Ø Provide guidance on tax-efficient investment strategies.

4. Operational & Administrative Support:

Ø Coordinate with internal teams to ensure smooth execution of client transactions.

Ø Maintain accurate records of client interactions, portfolios, and communications.

Ø Assist with compliance-related documentation and reporting.

5. Market Awareness & Expertise:

Ø Stay updated on market trends, regulatory changes, and product developments.

Ø Provide insights and thought leadership to clients, positioning the firm as a trusted financial advisor.