Website:
fuisonfinserv.in
Job details:
Company Description
its pure sales Profile not office work no reserach complate sale
FUSION FINSERV, formerly known as Fusion Wealth Management, excels in providing comprehensive financial solutions. The company offers top-notch advisory, consultancy, and services in mutual funds, portfolio management, general insurance, life insurance, shares, stocks, and loans. It serves as a one-stop destination for all financial needs, ensuring clients' financial worries are managed effectively and efficiently.
Role Description
This is a full-time on-site role for a Wealth Manager, located in Ahmedabad. The Wealth Manager will be responsible for creating personalized financial plans, managing investment portfolios, and providing expert advice on financial and insurance products. Daily tasks include meeting with clients to discuss their financial goals, analyzing financial data, recommending investment strategies, and ensuring compliance with financial regulations.
Key Responsibilities
Acquire and manage a portfolio of high-net-worth clients
Understand client needs and design comprehensive wealth management strategies
Recommend investment solutions across mutual funds, PMS, insurance, equity, and real estate
Ensure compliance with SEBI, IRDAI, and internal regulatory norms
Maintain regular communication with clients to review portfolios and suggest updates
Collaborate with the research and operations team to deliver a seamless experience
Qualifications
Bachelor’s/Master’s degree in Finance, Economics, or related field
0-3+ years of experience in wealth management or financial advisory
Strong understanding of mutual funds, insurance, equity markets, and financial planning
Excellent communication, relationship-building, and presentation skills
Relevant certifications (NISM VA, IRDA, CFP) preferred
What We Offer
Competitive compensation and incentives
Access to premium investment products and tools
A collaborative and entrepreneurial environment
Opportunities for continuous learning and career growth
Dm your resume - info@fusionwealth.in
or 8095304671
Click on Apply to know more.