Elevated Financial Strategist

4 days ago

Narela, Delhi, India Talent Corner HR Services Pvt Ltd Full time
About This Role

We are seeking a highly skilled Elevated Financial Strategist to join our team at Talent Corner HR Services Pvt Ltd. As a Wealth Manager, you will play a pivotal role in driving business growth and fostering client relationships.

Job Responsibilities

The ideal candidate will have the ability to:

  • Analyze clients' financial goals, risk tolerance, and investment preferences to create customized investment portfolios.
  • Monitor and rebalance portfolios to ensure alignment with market conditions and clients' objectives.
  • Promote and sell a variety of financial products, including Mutual Funds, Corporate FDs, Bonds, PMS, AIF, Insurance, Loans & Mortgages, LAS, and Fixed Income Products.
  • Cross-sell Demat Accounts and other relevant financial services to existing and potential clients.
  • Develop and maintain strong relationships with clients through effective communication and personalized service.

You will be responsible for staying informed about product features, market trends, and regulatory changes affecting financial products. Your comprehensive understanding of the industry and ability to adapt to new information will enable you to provide expert guidance to clients.

Qualifications & Experience

To be considered for this role, you should possess:

  • Any Graduate/Postgraduate with minimum 2 Years of relevant work experience within the same industry type.
  • Proven experience as a Wealth Manager with expertise in Portfolio Management.
  • Relevant certifications such as AMFI, NISM Wealth Management, or similar.

A competitive salary of ₹8-12 LPA awaits the successful candidate, commensurate with qualifications and experience.

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