Sharekhan Limited, India
Website:
sharekhan.com
Job details:
Company Description
Established in 1995, Mirae Asset Sharekhan is a trailblazer in online trading in India and has a robust client base of over 3.1 million. With 120+ branches and 4,400+ business partners, it offers a full-service approach that includes expert research, dedicated relationship managers, and educational resources to support wealth creation. Mirae Asset Sharekhan provides an extensive portfolio of financial solutions, including Mutual Funds, Stocks, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and more. The company processes over 1.1 million trades daily, making it a trusted name in the financial sector.
Role Description
This is a full-time on-site role for a Wealth Manager based in Jaipur. The Wealth Manager will offer customized financial planning and investment advice to clients while developing and managing their portfolios. Day-to-day responsibilities include analyzing client needs, recommending appropriate financial products, executing investment strategies, and maintaining long-term client relationships. The role also involves educating clients about financial trends and ensuring their goals are consistently met over time.
Qualifications
- Strong expertise in Financial Planning and Investment Management
- Sound knowledge and experience with Investments and overall Finance
- Familiarity with Insurance-related products and services
- Excellent client relationship management and communication skills
- Capability to analyze market trends and recommend appropriate financial solutions
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Professional certifications like CFP, CFA, or equivalent are a plus
- Prior experience in wealth management or similar roles is highly beneficial
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