Wealth Manager

Job Description: Wealth Relationship Manager

Job Location: Arera Colony - Bhopal (Monday to Saturday)

About the Company:

A leading SEBI-registered Investment Advisory and Research Analyst firm with over a decade of experience in wealth management and financial advisory services. The organization offers investment advisory, financial planning, mutual funds, equities, PMS, AIFs, fixed-income products, and insurance solutions to individual and institutional clients.

With a strong presence across major Indian markets including Ahmedabad, Mumbai, Pune, Surat, Rajkot, Vadodara, and Indore, the company serves a diverse client base through a combination of research-driven advisory, technology-enabled solutions, and personalized wealth management services.

Key Responsibilities & Accountabilities

Financial Planning and Portfolio Services

Responsible for end to end client management by following the financial planning process, living and embodying the companys core values of client centricity and empathy.

Having fantastic, value creating & memorable conversations with clients every single day!

Responsible for identifying customer needs, assessing their risk appetite, and providing them with investment options.

Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions.

Being a mentor, guide, counsellor and friend to your clients on their challenging journey towards long term wealth creation.

Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process.

To closely observe, evaluate and monitor the client positions, portfolio allocations and ensure that they fall within risk and advisory parameters as laid down by Risk, Compliance and Research Teams.

Being an advisor and not a sales person.

Driving AUM by deepening existing relationships and building new relationships on self-source basis.

Revenue Generation.

Continuous learning, to be better equipped to face varied range of investors.

Being the Face of the company for the investors, and the Voice of the investors for the company.

Opportunity to work in multiple financial products

Mutual Funds

IPO

Secondary Market

Unlisted Equity

International Equity

Bonds / Fixed Income Securities

Tax Advisory

Insurance (Life & General)

PMS & AIF

Required Education, Skill Set & Knowledge

Graduate / Post graduate MBA Finance will have an advantage.

Understanding of basic investment and financial concepts is essential.

Should be a self-starter and proactive approach.

Relationship-building skills.