Sharekhan Limited, India
Website:
sharekhan.com
Job details:
Company Description
Founded in 1995, Mirae Asset Sharekhan is a pioneer in online trading in India, serving a diverse clientele of over 3.1 million across 120+ branches with support from 4,400+ business partners. Recognized for its comprehensive services, Mirae Asset Sharekhan provides financial solutions that include Mutual Funds, Stocks, IPOs, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Exchange Traded Funds (ETFs), Corporate Deposits, Futures & Options, Commodities, and Bonds. Facilitating over 1.1 million trades daily, the company is committed to enabling wealth creation through research, expert guidance, and a robust branch network.
Role Description
This is a full-time, on-site Wealth Manager role based in the Greater Kolkata Area. The Wealth Manager will focus on creating and managing personalized financial plans, providing investment advice, offering insurance solutions, and identifying opportunities to optimize clients' portfolios. The role involves evaluating financial needs, assisting clients with investment decision-making, and ensuring that investment objectives are aligned with clients’ long-term goals. Additionally, the Wealth Manager will liaise with different teams to offer a broad range of financial products and solutions to clients.
Qualifications
- Expertise in Financial Planning and effective strategy development
- Proficiency in Investment Management and portfolio diversification
- Comprehensive understanding of Investments and Finance
- Familiarity with Insurance products and offerings
- Strong customer relationship management and interpersonal skills
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- Certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) preferred
- Proven experience in wealth management or financial advisory
- Local Candidates only from Kolkata
- Must have an AUM book size 20Crs +
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