Business Analyst with Wealth Management

2 weeks ago

Mumbai, Maharashtra, India Levrara Consulting Group Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job title : Business Analyst with Wealth Management from Capital Markets only

Location : Mumbai

Duration : Fulltime

Experience : 8 to 12 years

Key Responsibilities:

  • Manage and grow relationships with HNI and UHNI clients, understanding their financial goals, risk appetite, and investment preferences.
  • Provide advisory on a wide range of financial products including Mutual Funds, Bonds, PMS, AIFs, Structured Products, Equities & Derivatives.
  • Conduct portfolio reviews, performance tracking, and rebalancing to align with client objectives.
  • Collaborate with product, research, and investment strategy teams to deliver best-in-class advisory solutions.
  • Execute trades and ensure timely completion of transactions while maintaining compliance with internal policies and regulatory guidelines.
  • Identify new business opportunities through referrals, networking, and client engagement strategies.
  • Ensure high standards of client servicing, reporting, and after-sales support.

Core Competencies:

  • Deep understanding of financial markets and wealth management products
  • Strong communication & relationship management skills
  • Analytical mindset with ability to interpret market trends & investment data
  • Ability to work in a high-performance environment
  • Ethical, compliant, and client-first approach

Required Qualifications & Experience:

  • Graduate/Postgraduate degree in Finance, Economics, Business, or related field
  • Certifications like NISM, CFP, CFA (preferred)
  • 8–12 years of relevant experience in wealth management, private banking, or investment advisory
  • Experience in handling HNI or UHNI client portfolios is an added advantage

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