Sharekhan Limited, India
Website:
sharekhan.com
Job details:
Company Description
Mirae Asset Sharekhan, established in 1995, is a pioneer in online trading in India. Serving over 31 lakh clients through 120+ branches and 4400+ business partners, the company provides a full-service model featuring expert research, experienced relationship managers, and investor education support. Mirae Asset Sharekhan offers a wide array of financial solutions, including Mutual Funds, Stocks, IPOs, PMS, AIF, ETFs, Corporate Deposits, Futures & Options, Commodities, and Bonds. Known for its extensive service offerings, the company executes over 11 lakh trades daily, cementing its position in the financial ecosystem.
Role Description
This full-time on-site role in Vadodara involves managing client portfolios, providing expert financial planning, and investment advisory services. Key responsibilities include assessing client needs, crafting tailored investment strategies, and managing assets to optimize financial outcomes. The Wealth Manager will work closely with clients to foster long-term relationships and ensure the alignment of their financial goals with the available wealth management solutions.
Qualifications
- Proficiency in Financial Planning and Investment Management to offer tailored strategies and actionable advice
- Strong knowledge of Investments, Finance, and Insurance for effective portfolio management and client support
- Exceptional analytical and problem-solving skills with an attention to detail
- Excellent interpersonal and communication skills to build strong client relationships
- Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or financial certifications like CFA, CFP are a plus)
- Proven experience in the financial sector, particularly in wealth or investment management, is highly desirable
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