Wealth Manager

11 hours ago

Greater Kolkata Area, India Mirae Asset Sharekhan Full time ₹ 10,00,000 - ₹ 20,00,000 per year

Company Description

Mirae Asset Sharekhan, established in 1995, is one of India's pioneers in online trading and a trusted name in wealth management. With over 31 lakh clients, 120+ branches, and more than 4,400 business partners, the company offers a full-service model that includes expert research, experienced relationship managers, and financial education. Mirae Asset Sharekhan provides a wide range of financial solutions, including mutual funds, stocks, portfolio management services, alternative investment funds, and more. Each day, the company executes over 11 lakh trades, reflecting its robust market presence and commitment to driving wealth creation.

Role Description

This is a full-time, on-site role for a Wealth Manager, based in the Greater Kolkata Area. The Wealth Manager will be responsible for providing comprehensive financial advice and managing investment portfolios for clients. Key tasks include creating personalized financial plans, recommending investment opportunities, analyzing market trends, and maintaining strong client relationships. The role requires constant engagement with clients to understand their financial objectives, risk tolerance, and investment preferences.

Qualifications

  • In-depth understanding of Financial Planning and Investment Management
  • Strong knowledge and expertise in Investments and Finance
  • Understanding of Insurance products and services
  • Excellent interpersonal and communication skills to build and manage client relationships
  • Ability to analyze market trends and make informed investment recommendations
  • Bachelor's degree in Finance, Economics, or related field (Master's degree or certifications like CFA, CFP are a plus)
  • Prior experience in a similar role, preferably in wealth management or financial services
  • Proficiency in financial tools and software
  • only local candidates apply

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