Wealth managers – (Ahmedabad Location)


Job Description 

  • Candidate will be custodian of client relations and management for the assigned client(s) and ensure highest level of client servicing. 
  • Role will involve acquiring new clients and nurturing existing relationships. 
  • Achieving assigned AUM and revenue targets. 
  • Constantly updating clients on various market developments. Key requirements : 
  • Qualification: Post Graduates / Graduates with relevant experience. A degree in finance / MBA / CA will be an added advantage 
  • Must have had prior experience of sourcing and managing client relationships in areas such as Wealth products, Portfolio Management, etc. 
  • Familiarity and good understanding of investment products such as Mutual Funds, PMS, Bank & Corporate deposits, Government Securities, Corporate Bonds, Equities, Insurance and real estate etc. 

CTC = Best in Industry + Incentives  

Job Category: Wealth Manager
Job Type: Full Time
Job Location: Ahmedabad

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