Wealth Manager

2 days ago

Noida, Uttar Pradesh, India AKASA FINANCE LTD Full time ₹ 4,80,000 - ₹ 6,60,000 per year

Position: Wealth Manager

Location: Sector 142, Noida

Experience Required: Minimum 2 Years

Functional Area: Marketing / Wealth Management

Position: Wealth Manager

We are seeking a highly skilled and client-focused Wealth Manager to join our team. The ideal candidate will be responsible for managing and expanding relationships with High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients while providing comprehensive investment advisory services.

Key Responsibilities:

  • Develop, acquire, and manage relationships with HNI and UHNI clients.
  • Grow and maintain Assets Under Management (AUM) through strategic portfolio management.
  • Provide tailored investment advisory services and oversee clients' financial portfolios.
  • Collaborate with internal product and research teams to support informed investment decisions.
  • Participate in and support seminars, workshops, and business development initiatives.
  • Achieve targets related to client acquisition, revenue generation, business volumes, and AUM growth.
  • Monitor market trends, economic developments, and investment opportunities.
  • Maintain proactive and periodic communication with clients to ensure service satisfaction and performance transparency.
  • Conduct regular portfolio reviews based on market conditions, economic changes, and clients' evolving financial goals.
  • Manage a broad range of financial products, including:
  • PMS, Model Portfolios, Mutual Funds, Insurance, Bonds, Equity, Commodities, and Currency-related products.
  • Demonstrate exceptional client relationship management and strong communication skills.Qualifications:
  • CFP, CFA, MBA (Finance/Marketing) or Graduate in any discipline
  • Strong understanding of wealth management, financial instruments, and investment strategies
  • Excellent communication, presentation, and interpersonal skills

How to Apply:

Interested candidates are invited to share their updated resume at /

Job Types: Full-time, Permanent

Pay: ₹40, ₹55,000.00 per month

Benefits:

  • Provident Fund

Work Location: In person

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