JUNIOR WEALTH EXCUITVE - 2 TO 3 YEARS ( THREE POSITION )

SENIOR LEAD WEALTH EXCUITVE - 5 TO 6 YEARS ( ONE POSITION )

KeySkills:

CLIENT ACQUISITION, RELATIONSHIP MANAGEMENT, PORTFOLIO ADVISORY, MANAGEMENT, EQUITIES , SIP INVESTMENTS, MUTUAL FUNDS, TRADING STRATEGIES , INTRADAY, DELIVERY, INVESTMENT ADVISORY, REVENUE GENERATION, MARKET RESEARCH & ANALYSIS, COMPLIANCE, RISK MANAGEMENT, PORTFOLIO MANAGEMENT, ASSET ALLOCATION, EQUITY MARKETS, CASH, DERIVATIVES, SIP, MUTUAL FUND ADVISORY, TRADING STRATEGIES, POSITIONAL, F&O, CLIENT RELATIONSHIP MANAGEMENT

Job Description:

• We are looking for a dynamic and client-focused Wealth Manager / Portfolio Manager to manage and grow client investment portfolios across SIPs, equities, and trading products. The role involves providing financial advisory, executing trades, and building long-term client relationships to achieve revenue and portfolio growth targets.

KEY RESPONSIBILITIES

CLIENT ACQUISITION & RELATIONSHIP MANAGEMENT

• Acquire new HNI / Retail clients for investment products.

• Build and maintain strong, long-term relationships with clients.

• Understand client financial goals, risk appetite, and investment horizon.

PORTFOLIO ADVISORY & MANAGEMENT

• Design and manage diversified portfolios across: Equities (cash & derivatives), SIP investments (Mutual Funds), Trading strategies (intraday, delivery, F&O)

• Provide periodic portfolio reviews and rebalancing strategies.

• Track market movements and align portfolios accordingly.

INVESTMENT ADVISORY

• Recommend suitable SIP plans and mutual fund schemes.

• Provide actionable insights on equity markets and stock recommendations.

• Guide clients on trading opportunities based on technical/fundamental analysis.

REVENUE GENERATION

• Achieve brokerage, AUM, and revenue targets. Cross-sell financial products like: Mutual Funds, Insurance, Bonds / PMS / Structured Products, Drive SIP book growth and trading volumes.

MARKET RESEARCH & ANALYSIS

• Stay updated with market trends, economic developments, and regulatory changes.

• Conduct technical and/or fundamental analysis of stocks.

• Share insights, reports, and investment ideas with clients.

COMPLIANCE & RISK MANAGEMENT

• Ensure all advisory and transactions comply with regulatory guidelines.

• Maintain proper documentation and client records.

• Adhere to internal risk policies and KYC norms.

KEY SKILLS REQUIRED

CORE SKILLS

• PORTFOLIO MANAGEMENT & ASSET ALLOCATION

• EQUITY MARKETS (CASH & DERIVATIVES)

• SIP & MUTUAL FUND ADVISORY

• TRADING STRATEGIES (INTRADAY, POSITIONAL, F&O)

• CLIENT RELATIONSHIP MANAGEMENT

TECHNICAL SKILLS

• Knowledge of trading platforms (e.g., Zerodha, Angel One, ICICI Direct, etc.) will be a plus. Strong understanding of: Technical Analysis (charts, indicators), Fundamental Analysis (financial statements, ratios)

• MS Excel / Financial modeling basics

BEHAVIORAL SKILLS

• Strong communication & persuasion skills

• Analytical and decision-making ability

• Target-driven mindset

• Client-centric approach

QUALIFICATIONS

• Graduate / Postgraduate in Finance, Commerce, or related field. Certifications preferred though not mandatory. NISM Series (Equity, Derivatives, Mutual Funds), CFP / CFA (optional but preferred)

KPIS / PERFORMANCE METRICS

• Assets Under Management (AUM) growth

• SIP book size and monthly inflows

• Brokerage revenue and trading volumes

• Client acquisition & retention rate

• Portfolio performance vs benchmarks

PREFERRED CANDIDATE PROFILE

• Experience in brokerage firms, wealth management firms, or NBFCs

• Existing client base (added advantage)

• Strong understanding of Indian financial markets

Note:

(i) Our client is looking for immediate & early joiners.

(ii) Having LinkedIn Profile is a must.

(iii) Being an immediate & high priority requirement interested candidates can share their Resumes with Photograph in word doc. format and the details are enclosed as below: