Sharekhan Limited, India
Website:
sharekhan.com
Job details:
Company Description
Founded in 1995, Mirae Asset Sharekhan is one of India’s leading brokers and was among the first to pioneer online trading in the country. Serving over 31 lakh clients through 120+ branches and 4,400+ business partners, the company provides a full-service model that includes research, experienced relationship managers, and educational programs. Mirae Asset Sharekhan offers a diverse range of financial products and services such as Mutual Funds, Stocks, Portfolio Management Services, ETFs, and Bonds. The company is SEBI-registered and executes over 11 lakh trades daily, making it a trusted name in wealth creation.
Role Description
This is a full-time, on-site role for a Wealth Manager located in Gurugram. The Wealth Manager will be responsible for providing personalized financial planning and investment management services to clients. Responsibilities will include advising on investment opportunities, creating tailored financial strategies, evaluating insurance needs, and assisting with portfolio diversification. The Wealth Manager will act as a trusted financial partner, ensuring clients meet their short- and long-term financial goals effectively.
Qualifications
- Expertise in Financial Planning and Investments
- Strong knowledge of Investment Management and Finance
- Understanding of Insurance products and their integration into financial strategies
- Excellent interpersonal and communication skills to build and maintain client relationships
- Analytical and problem-solving abilities to accurately assess client needs and recommend solutions
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field; relevant certifications (e.g., CFP, CFA) are a plus
- Proven experience in wealth or financial management and a track record of meeting client objectives
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