Wealth Note Investments
Website:
wealthnote.in
Job details:
Role Summary:
- Manage and grow client portfolios by offering equity and other investment products. Build relationships with HNI, UHNI, or retail clients, advise them on market opportunities, and ensure long-term wealth creation.
Key Responsibilities:
- Acquire and manage clients for equity and investment products (stocks, mutual funds, PMS, AIFs, bonds, etc.)
- Advise clients on market trends, portfolio allocation, and trading ideas
- Coordinate with research and dealing teams to deliver timely market insights
- Achieve business and revenue targets through brokerage and product sales
- Maintain strong client relationships through regular portfolio reviews and communication
- Ensure full compliance with SEBI, exchange, and company regulations
Required Skills:
- Strong understanding of capital markets, equity products, and investment strategies
- Excellent communication and relationship-building skills
- Analytical mindset with sales orientation
- NISM or SEBI certification (mandatory for equity advisory roles)
Typical Background:
Graduates in Finance, Commerce, Economics, or MBA (Finance/Marketing)
Experience in broking, wealth management, or financial advisory preferred
Click on Apply to know more.