Financial Advisor

10 hours ago

Ajmer, Rajasthan, India beBeeWealth Full time ₹ 11,00,000 - ₹ 15,40,000

At Ikashi Wealth, we are seeking a dynamic and experienced professional to join our expanding Relationships Department. As a key member of our team, you will play a vital role in engaging with High Net-Worth Individuals (HNIs) and providing high-quality wealth management services.

The ideal candidate will have a strong background in finance, commerce, or economics, with a proven track record of handling HNI clients and converting leads into managed portfolios. Your expertise in investment opportunities across Mutual Funds, Equity, and Wealth Management products will enable you to advise clients on tailored financial strategies aligned with their goals.

In this role, you will be responsible for building and maintaining strong relationships with HNI clients, collaborating with internal teams to deliver seamless wealth advisory services, and ensuring consistent portfolio performance. If you possess excellent communication and interpersonal skills, a client-first approach, and a passion for delivering measurable growth, we encourage you to apply.

We offer a unique work environment where fresh ideas meet fresh air. Our tree-lined walkways, open courtyards, and quiet zones provide the perfect setting for deep focus and collaboration.

Key Responsibilities
  • Client Acquisition and Relationship Management
  • Portfolio Advisory and Wealth Management
  • Investment Opportunities and Strategic Planning
  • Collaboration with Internal Teams
Requirements
  • Bachelor's/Master's degree in Finance, Commerce, Economics, or related field
  • Minimum 2 years of experience in Wealth Management, Mutual Funds, Equity, or Financial Advisory
  • Proven track record of handling HNI clients and converting leads

Why Join Us?
To build a successful career in wealth management and make a meaningful impact on our clients' lives.

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