Wealth Manager

15 hours ago

Delhi, Delhi, India InCred Premier Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Company Description

InCred Premier is dedicated to helping affluent customers across India achieve financial freedom. We offer a range of financial products and services to help our customers grow and protect their wealth. Our personalized financial products are tailored to each individual's unique goals and needs. Our experienced professionals provide top-notch customer service, ensuring long-term relationships with our clients. Our platform includes various investment options like Market Linked Debentures, Mutual Funds, and Sovereign Gold Bonds, combined with real-time insights and portfolio analysis tools to guide informed investment decisions.

Role Description

This is a full-time, on-site role for a Wealth Manager located in Delhi, OH. The Wealth Manager will be responsible for managing and growing client portfolios, offering personalized investment advice, conducting financial planning sessions, and creating tailored financial products for affluent clients. Daily tasks include market research, portfolio analysis, maintaining client relationships, and ensuring regulatory compliance. The Wealth Manager will also collaborate with other financial professionals to offer comprehensive financial solutions.

Qualifications

  • Skills in Financial Planning, Investment Management, and Wealth Management
  • Experience in Market Research and Portfolio Analysis
  • Strong Customer Service and Client Relationship Management skills
  • Knowledge of Regulatory Compliance and Financial Products
  • Excellent Communication and Interpersonal skills
  • Ability to work effectively in a team and independently
  • Experience in the financial services industry is a plus
  • Bachelor's degree in Finance, Economics, Business, or a related field

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