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Wealth Management Advisor
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About Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals.
Key Responsibilities:Mutual Fund Analysis & Advisory: Assess clients' mutual fund portfolios, evaluate risk profiles, and recommend suitable investment schemes aligned with their financial goals and market conditions. Customer Engagement & Relationship Management: Proactively engage with clients via calls and meetings to understand their investment needs, address queries, and provide tailored financial solutions. Maintain long-term relationships to ensure continued portfolio optimization.
Holistic Financial Planning: Offer comprehensive wealth management services, including tax planning, asset allocation, and retirement planning, ensuring clients have a well-rounded financial strategy. Market & Product Knowledge: Stay updated on market trends, new mutual fund offerings, and regulatory changes to provide informed recommendations.Portfolio Monitoring & Rebalancing: Regularly review and analyze client portfolios, ensuring alignment with investment objectives and recommending rebalancing strategies when necessary. Team Training & Mentorship: Train, guide, and mentor a team of wealth advisors to enhance their expertise in mutual fund products, financial planning strategies, and client relationship management.
Compliance & Risk Management: Ensure all investment recommendations adhere to regulatory guidelines and best practices, mitigating risks while optimizing returns for clients. Experience & Skills Required:2-5 years of experience in wealth advisory, mutual fund distribution, or financial planning. Strong understanding of mutual fund products, financial markets, and investment strategies.
Excellent communication, interpersonal, and client management skills. Proficiency in financial analysis tools, Excel, and CRM platforms. Certifications such as NISM-Series V-A (Mutual Fund Distributors) or CFP (Certified Financial Planner) are preferred.
What We Offer:Flexible working hours. A dynamic, inclusive, and collaborative work environment.
Opportunities for rapid growth and career advancementHealth and Wellness Benefits
