Wealth Manager/VP/DVP/AVP

1 month ago

New Delhi, India IIFL Securities Full time

Company Description


IIFL Securities Limited (Formerly India Infoline Limited) has a legacy of about two decades in retail broking and financial product distribution.It is one of the largest independent full-service retail and institutional broking house in India. It is also a leading investment advisory firm in the country,providing diversified financial services and products to corporates, institutional investors, foreign portfolio investors, mutual funds, insurance companies, alternative investment funds, trusts, high net worth individuals and retail investors.As of March 1, 2023, we have served over 3 million customers through a network of about 2,500 points of presence covering our branches and business partners over 500 cities in India.

Over the years, we have diversified our product and service offerings through a mix of organic growth and strategic transactions.

Our retail brokerage and financial products businesses comprises financial planning, equity, commodities and currency broking (both cash and derivatives), depository participant services, portfolio advisory, investment banking, distribution of mutual funds, bonds, portfolio management services, alternative investment funds and other investment products. These services and offerings do not just enable our customers to access the Indian financial capital markets but also provide an integrated interface that allows them to track various portfolio parameters, including the performance of their investments.

Our institutional equities business offers broking, research and corporate access services to institutional clients.

We are well-placed as a prominent name in the industry backed by end-to-end technology platforms, experienced management and vast network of branches across the country. With complete investment planning and quality offerings, the Company continuously strives to deliver more value to its customers


Role Description


This is a full-time on-site role for a Wealth Manager at IIFL Securities located in New Delhi. As a Wealth Manager, you will be responsible for acquiring HNI & UHNI Client & do financial planning, investment management, investments, finance, and insurance. You will work closely with clients to understand their financial goals and provide tailored investment advice to help them achieve their objectives.


Qualifications


  • Financial Planning and Investment Management skills
  • Knowledge of Investments and Finance
  • Experience in the insurance industry
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain client relationships
  • Relevant certifications or licenses (e.g., CFP, CFA) are a plus
  • Bachelor's degree in Finance, Economics, or related field

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