Wealth Executive

1 week ago

Ahmedabad Gujarat, India Neuron Wealth Advisors LLP Full time

**Who should apply?**:
Anyone who wants to build a career in **Financial Planning and Wealth Management**.

**Job Summary**:
To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls.

**Responsibilities and Duties**:
**Client Facing**
- Setup and attend Client Meetings, Prepare meeting notes and related follow ups
- Assist in preparation of Risk Profile and Investment Policy, and Financial Plan
- Initiate and track Mutual Fund transactions for clients
- Track, follow up, communicate and solve client queries
- Monitoring and Reporting of Client wealth and Recommending changes for tax efficient investment management
- NRI investments and GIFT city investment support
- Visit client places as required for better client relationship

**Back Office**
- Co-ordinate with clients for on-boarding, data gathering, documentation including KYC update
- Client on boarding and registration with portals for execution and reporting
- Prepare client reports, capital gain statements and CAS reconciliation
- Coordinating and follow up with Mutual funds houses, PMS and AIF providers

**Everyone**
- Maintain working sheets, checklist and assist in compliance reporting
- Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction

**Qualification**:

- Graduate/Postgraduate in any stream (_CFP or Pursuing CFP preferred)_
- NISM VA or NISM XA /XB Certified preferred
- Income Tax / FEMA knowledge preferred

**Experience**:

- Freshers
- 0-1 year with MFD or AMC or KRA for anyone who wants to upgrade their career to Financial Planning and Wealth Management
- Experience of working with NRIs preferred

**Key Skills**:

- Self starter, passionate to help clients achieve their goals
- MS Excel (Vlookup, Sumifs), MS Word, MS PowerPoint
- Analytical mind and research skills
- General Financial concepts, Common sense Financial acumen

**Other**:

- Building a career in Wealth Management requires long term commitment
- Insurance benefit will start after completion of 1 year

**Job Types**: Full-time, Permanent, Fresher

Pay: ₹15,000.00 - ₹25,000.00 per month

**Benefits**:

- Health insurance
- Leave encashment
- Life insurance
- Paid time off

Schedule:

- Day shift

Application Question(s):

- Why are you interested in working with US?
- Are you interested in Client facing related work or Back office related work or any work?

License/Certification:

- CFP or are you Pursuing CFP (preferred)

**Location**:

- Ahmedabad, Gujarat (required)

Work Location: In person

  • Wealth Executive

    5 months ago

    Satellite, Ahmedabad, Gujarat, India Neuron Wealth Advisors LLP Full time

    **Who should apply?**: Anyone who is interested in Mutual Fund, Financial Planning, Wealth Management and/or working as a SEBI Registered Investment Adviser **Job Summary**: The job is related to Mutual Fund, Investments advisory, Financial Planning, and Wealth Management. There is NO SALES or TARGET or CALLING, but only managing and retaining acquired...

  • Wealth Executive

    4 months ago

    Ahmedabad, Gujarat, India Arihant Capital Markets Ltd Full time

    Job Title: Wealth Executive Company: Arihant Capital Market Limited Location: Ahmedabad, India Salary Range: ₹15,000 to ₹25,000 per month Contact Person: Ashish Mishra Contact Information: Phone: 810861922 **Job Description**: Arihant Capital Market Limited, a prominent financial services provider, is currently seeking a dedicated and proactive...

  • Wealth Executive

    5 months ago

    Satellite, Ahmedabad, Gujarat, India Neuron Wealth Advisors LLP Full time

    **Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: - Co-ordinate with clients for on-boarding, data gathering,...

  • 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...

  • Wealth Operations Executive

    5 months ago

    Ahmedabad, Gujarat, India Equirus Full time

    **Equirus Wealth Private Limited** **About Equirus** - Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory...

  • Associate

    5 months ago

    Ahmedabad, Gujarat, India Swatantra Wealth Full time

    Job Title: Wealth Management Associate Company: Swatantra Wealth **Job Description**: As a Wealth Management Associate at Swatantra Wealth, you will be responsible for supporting our team in various aspects of wealth management operations. This role requires excellent organizational skills, strong attention to detail, and exceptional communication...

  • Wealth Portfolio Manager

    2 weeks ago

    Ahmedabad, Gujarat, India Merito Full time

    Job DescriptionAbout:Merito, a leading mid-market investment bank, offers a unique opportunity to join our team as a Wealth Portfolio Manager. Our bank excels in M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We are a trusted Investment bank, providing the best results in advisory...

  • Wealth Management Specialist

    3 weeks ago

    Ahmedabad, Gujarat, India Merito Full time

    Job DescriptionAbout:Merito, a leading mid-market investment bank, is seeking a skilled professional to join our Wealth Management team. Our bank offers a wide range of services, including M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We pride ourselves on delivering exceptional...

  • Wealth relationship manager

    3 weeks ago

    Ahmedabad, India Merito Full time

    About : A leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families...

  • Wealth Management Specialist

    3 weeks ago

    Ahmedabad, Gujarat, India Merito Full time

    About MeritoA leading mid-market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We are a trusted Investment bank servicing clients with best results in advisory, corporates for growth & capital needs, and families in managing their wealth....

  • Wealth Management Specialist

    2 weeks ago

    Ahmedabad, Gujarat, India Merito Full time

    About Merito:We are a leading mid-market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. Our team of seasoned bankers works with the largest and most reputed investors to provide the best results in advisory for their investments,...

  • Wealth Relationship Manager

    4 weeks ago

    Ahmedabad, India Merito Full time

    About : A leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in...

  • Wealth Relationship Manager

    4 weeks ago

    Ahmedabad, India Merito Full time

    About:A leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in...

  • Wealth Relationship Manager

    4 weeks ago

    Ahmedabad, India Merito Full time

    About:A leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in...

  • Wealth Relationship Manager

    4 weeks ago

    ahmedabad, India Merito Full time

    About:A leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in...

  • Senior Wealth Management Cluster Head

    2 weeks ago

    Ahmedabad, Gujarat, India Vitasta Consulting Pvt Ltd Full time

    Job Title: Senior Wealth Management Cluster HeadJob Summary:Vitasta Consulting Pvt Ltd is seeking a highly skilled and experienced Senior Wealth Management Cluster Head to lead our Wealth Management team in the Mumbai region. The ideal candidate will have a strong background in sales and wealth management, with a proven track record of driving sales growth...

  • Cluster Head- Wealth Management

    2 months ago

    Ahmedabad, India Vitasta Consulting Pvt Ltd Full time

    Job Description Job Purpose The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Key Deliverables Execute cluster business...

  • Cluster Head- Wealth Management

    2 weeks ago

    ahmedabad, India Vitasta Consulting Pvt Ltd Full time

    Job Description Job Purpose The incumbent would be responsible for the managing HNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them also supporting team to achieve their sales target which would result in a revenue of 3.5 times of CTC Key Deliverables Execute cluster...

  • Wealth Portfolio Manager

    3 weeks ago

    Ahmedabad, Gujarat, India Merito Full time

    About MeritoWe are a leading mid-market investment bank with a strong presence in M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. Our team of seasoned bankers works with the largest and most reputable investors to deliver exceptional results.Key ResponsibilitiesManage and nurture high...

  • RM Wealth Executive

    5 days ago

    Ahmedabad, Gujarat, India RISHI JOBS Full time

    **Designation:** RM Wealth ULIP Insurance Specialist**Experience:** 1.5 to 2 years of life insurance experience as a Tied Agent (Recruiting/Hiring agent under them, team handling, focus only on ULIP).**Job Description:We are seeking a candidate with 1-2 years of experience in life insurance as a Tied Agent. The ideal candidate will have experience in...