Website:
lkmca.com
Job details:
Location: Delhi (On-site)
Experience: Fresher – 1 Year
Employment Type: Full-Time
About Us
LKM Capital Advisory is a boutique wealth advisory firm committed to helping individuals, professionals, entrepreneurs, and families build long-term wealth through personalized financial planning and investment solutions.
We work across Mutual Funds, PMS, AIFs, Bonds, Fixed Income, Insurance, and other wealth management solutions. As we continue to grow, we are looking for an ambitious, self-driven individual who is passionate about financial markets and enjoys building meaningful client relationships.
Roles & Responsibilities
- Track and monitor client investment portfolios and maintain accurate investment records.
- Prepare portfolio reports, investment summaries, MIS, and client review material.
- Assist in onboarding new investors, completing KYC formalities, and maintaining CRM records.
- Coordinate with AMCs, brokers, and other financial institutions for smooth execution of transactions.
- Record client transactions, generate invoices, and maintain operational records.
- Conduct basic market and investment research and prepare regular market updates.
- Create investor newsletters, presentations, and digital content for client communication.
- Support the firm's LinkedIn presence and other branding initiatives.
- Build and nurture relationships with prospective and existing clients through regular follow-ups.
- Support lead generation, client acquisition, referral management, networking initiatives, and business development activities.
- Identify cross-selling opportunities across the firm's wealth management solutions while always prioritizing clients' financial goals.
- Deliver exceptional client service by responding promptly to investor queries and maintaining long-term relationships.
- Contribute ideas to improve client experience, operational efficiency, and business growth.
Educational Qualifications
- Bachelor's degree in Commerce, Finance, Economics, Business Administration, or a related discipline.
- Freshers with a strong interest in investments and financial markets are encouraged to apply.
- Candidates with up to one year of experience in Wealth Management, Banking, Financial Services, Stock Broking, Investment Advisory, Relationship Management, or Business Development will also be considered.
- NISM Certification (or willingness to pursue one) will be an added advantage.
Desired Skills & Attributes
- Strong interest in financial markets, investments, and wealth management.
- Excellent communication, presentation, and relationship-building skills.
- Confidence in interacting with clients and developing new business opportunities.
- Commercial mindset with an eagerness to contribute to the firm's growth.
- Strong analytical ability with attention to detail.
- Self-driven, proactive, and willing to take ownership.
- High standards of professionalism, integrity, and client-centricity.
How to Apply
If you're passionate about financial markets, enjoy interacting with people, and aspire to build a rewarding career in wealth management, we'd love to hear from you.
Please apply via LinkedIn Easy Apply or share your resume along with a brief note answering:
"Why do you want to build a career in Wealth Management?"
Click on Apply to know more.