Wealth Manager

3 weeks ago

Vadodara, India ALPHA SQUARE ACADEMY Full time
Company Description
 Alpha Square Academy is a wealth boutique Firm located in Mumbai. We speacialize in distributing Mutual Funds and other investment products.

For more details Visit our website
www.alphasquarewealth.com

Job Description
  • Designation- Asst. Manager/ Manager/ Senior Manager
  • As a wealth Manager, your job is to create a gamut of investment options for your clients to offer them a holistic portfolio- building experience
  • You forge a strong bond with the clients and understand their background, financial condition, current cash flow.
  • To help the clients to achieve long. medium and short term goals.
  • To implement a strategy to cover a list of various investment opportunities that suits to the clients objectives.
  • Track clients portfolio, review and monitor various market fluctuations and to timely update thr clients.
  • Make changes and modifications to the investment according to the lifestyle and financial changes.
  • Increase client database by meeting new clients and take references from the existing clients and build the AUM.
  • KNOWLEDGE
  • Products Knowledge- Have a detailed knowledge of all the investment products such as Mutual Funds, PMS, AIF, FIXED INCOME, INSURANCE, GENERAL INSURANCE, LIFE INSURANCE, etc.
Location- VADODARA/ AHMEDABAD/ SURAT/ RAJKOT/ INDORE/ BHOPAL
Qualification
Any Graduate/ Post Graduate/ CA/ CFA/CFP.

Salalry- Best in the industry+ Travelling Allowances+ Quartely Incentives+ Foreign Tour+ Diwali Bonus.

PLEASE NOTE THAT ONLY APPLY IF YOU ARE INTERESTED IN SALES AND TARGET ORIENTED.

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