Share India
Website:
shareindia.com
Job details:
Company Description
Founded in 1994, Share India Securities Limited is a pioneer in providing advanced algorithmic trading solutions for clients in India and globally. While traditionally supporting the HNI segment, the company is now focused on expanding services to cater to new-age retail investors. With a strong commitment to transparency, honesty, and customer-centricity, Share India has earned the trust of its clients by helping them grow their investments steadily. The company continues to focus on enhancing its services to benefit every investor across India.
Role Description
This is a full-time, on-site role based in Noida for a Wealth Partner. The Wealth Partner will be responsible for advising clients on investment strategies, managing clients’ financial portfolios, maintaining customer relationships, and driving business development. In addition, the role involves analyzing market trends, providing financial guidance, preparing investment plans, and identifying new opportunities to help clients achieve their financial objectives.
Qualifications
- Strong knowledge of investment strategies, portfolio management, and financial markets
- Excellent communication, interpersonal, and client relationship-building skills
- Bachelor’s degree in Finance, Economics, or a related field (MBA or similar qualifications is a plus
- Must be from the Private Banking and Wealth Management Industry only.
- Must have minimum experience of managing AUM of 70 crs and above in the current role.
- Must have a minimum 5 years of experience of Portfolio Management and Financial Advisory of HNIs and UHNIs Clients
- Candidates must be managing clients of Delhi NCR Region mainly. RMs with prior experience of NRI Banking and Investments will also be considered.
- Candidates must have past experience of Sales in PMS, AIFs, MLDs, NCDs, Private Credit Funds, Reits, Invits, Insurance and Mutual Fund.
- Must be NISM [Mutual Fund(Series - VA), PMS(Series - XXIA) and Derivatives - Series VIII (if applicable)] and IRDA Certified at the time of joining
- Results-oriented and able to thrive in a target-driven environment
- Strong organizational and problem-solving skills
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