Wealth Manager

2 hours ago

Nashik, Maharashtra, India Altport Experts Pvt Ltd Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Designation :- Sales Executive / Sr. Wealth Manager

Experience :- 06 to 08 Years

Location :- Nashik

Required :- Only Male Candidate

Key Responsibilities:

  • Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Manage key relationship distributor, direct clients.

  • Client acquisition as major role and meet revenue targets of the company by distributing AIF and PMS products.

  • Distributor's clients call for new sales & existing portfolio review on AIF and PMS though audio, video & in person meeting.

  • Build and maintain strong relationships with clients, understanding their financial goals and risk tolerance.

  • Provide personalized investment advice and develop customized financial plans aligned with AIFPMS Experts' proven process.

  • Conduct regular portfolio reviews and adjust strategies as needed to align with clients' changing needs and market conditions.

  • Communicate the benefits of AIFPMS Experts' meticulous investment process and commitment to long-term returns.

  • Identify and pursue new business opportunities to expand the client base.

  • Stay informed about market trends, investment products, and regulatory changes to provide clients with up-to-date information.

  • Collaborate with internal teams to ensure seamless service delivery and client satisfaction.

  • Prepare and present detailed investment reports and performance updates to clients.

  • Ensure compliance with all regulatory requirements and company policies

Qualifications:


•Bachelor's degree in Finance, Economics, Business Administration, or a related field.


•CFA, CFP, or other relevant certifications are highly desirable.


•Minimum of 06 to 08 years of experience in wealth management, financial planning, or a related field.
•Strong knowledge of investment products, financial markets, and regulatory requirements.

  • Excellent communication, presentation, and interpersonal skills.


•Ability to build and maintain long-term client relationships.


•Strong analytical and problem-solving abilities.


•Proficiency in financial planning software and Microsoft Office Suite.

If you are interested send CV :-

Job Type: Full-time

Pay: ₹500, ₹1,000,000.00 per year

Benefits:

  • Health insurance
  • Provident Fund

Work Location: In person

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