Wealth Executive

5 months ago

Ahmedabad Gujarat, India Arihant Capital Markets Ltd Full time

**Company**: Arihant Capital Markets Limited

**Location**: Ahmedabad

**Contact Person**: Ashish Mishra

**Contact Details**:

- Phone: 9108461922

**Experience**: 1 to 3 years

**Job Type**: Full-time

**Job Overview**:
**Key Responsibilities**:

- Identify and understand clients' financial goals, risk tolerance, and investment preferences.
- Provide comprehensive wealth management services to clients, including investment planning, portfolio management, and financial analysis.
- Actively manage and grow a portfolio of clients by cultivating strong relationships and delivering exceptional service.
- Stay updated on market trends, economic indicators, and investment opportunities to provide informed advice to clients.
- Execute trades on behalf of clients and ensure timely and accurate transaction processing.
- Collaborate with internal teams to ensure seamless service delivery and address client queries or concerns.
- Stay compliant with regulatory requirements and company policies.

**Qualifications and Skills**:

- Bachelor's degree in Finance, Business, or a related field.
- Proven experience in wealth management or a similar role in the financial services industry (1 to 3 years).
- Strong understanding of financial markets, investment products, and wealth management strategies.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Relevant certifications (e.g., NISM) will be an added advantage.
- Proficient in using financial tools and software.

**How to Apply**:
**Salary**: ₹19,749.60 - ₹30,189.60 per month

**Benefits**:

- Cell phone reimbursement
- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Ahmedabad, Gujarat (required)

Ability to Relocate:

- Ahmedabad, Gujarat: Relocate before starting work (required)

Work Location: In person

**Speak with the employer**
+91 9316077907

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