Wealth Executive

15 hours 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

  • Wealth Executive

    2 days 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...

  • Wealth Executive

    2 days 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

    15 hours 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,...

  • Executice assistant to CXO in Wealth Management

    1 week ago

    Ahmedabad, Gujarat, India Wealth First Portfolio Managers Ltd Full time US$ 40,000 - US$ 80,000 per year

    Company DescriptionWith over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management...

  • Wealth Operations Executive

    3 days ago

    Ahmedabad, Gujarat, India, Gujarat Equirus Full time

    We are looking for a Wealth Operations Executive in our Wealth Distribution team at Ahmedabad.Qualifications: GraduateExperience: 3-5 years experience in operations.Roles and Responsibilities: Handling Mutual Funds division and end to end operations of MF trade processing.MF corporate action process like dividend Pay-out /dividend reinvestment issue to...

  • Wealth Operations Executive

    3 days ago

    Ahmedabad, India Equirus Full time

    We are looking for a Wealth Operations Executive in our Wealth Distribution team at Ahmedabad.Qualifications : GraduateExperience: 3-5 years experience in operations.Roles and Responsibilities :- Handling Mutual Funds division and end to end operations of MF trade processing.- MF corporate action process like dividend Pay-out /dividend reinvestment issue to...

  • Wealth Operations Executive

    2 weeks ago

    Ahmedabad, India Equirus Full time

    We are looking for a Wealth Operations Executive in our Wealth Distribution team at Ahmedabad.Qualifications : GraduateExperience: 3-5 years experience in operations.Roles and Responsibilities :Handling Mutual Funds division and end to end operations of MF trade processing.MF corporate action process like dividend Pay-out /dividend reinvestment issue to...

  • Wealth Operations Executive

    2 weeks ago

    Ahmedabad, India Equirus Full time

    We are looking for a Wealth Operations Executive in our Wealth Distribution team at Ahmedabad.Qualifications: GraduateExperience: 3-5 years experience in operations.Roles and Responsibilities: Handling Mutual Funds division and end to end operations of MF trade processing.MF corporate action process like dividend Pay-out /dividend reinvestment issue to...

  • Wealth Operations Executive

    2 weeks ago

    Ahmedabad, India Equirus Full time

    We are looking for a Wealth Operations Executive in our Wealth Distribution team at Ahmedabad. Qualifications : Graduate Experience: 3-5 years experience in operations. Roles and Responsibilities : Handling Mutual Funds division and end to end operations of MF trade processing. MF corporate action process like dividend Pay-out /dividend reinvestment issue...

  • Wealth Operations Executive

    2 weeks ago

    Ahmedabad, India Equirus Full time

    We are looking for a Wealth Operations Executive in our Wealth Distribution team at Ahmedabad.Qualifications: GraduateExperience: 3-5 years experience in operations.Roles and Responsibilities: Handling Mutual Funds division and end to end operations of MF trade processing.MF corporate action process like dividend Pay-out /dividend reinvestment issue to...