Add office photos
All Filters
33 Findoc Investmart Jobs
Wealth Manager
Findoc Investmart
posted 28d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
We are looking for an experienced Wealth Manager with a strong background in the stock broking industry to join our team. In this role, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.
Responsibilities: - Develop and maintain relationships with clients to understand their investment goals and risk tolerance.
- Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.
- Manage clients investment portfolios and monitor their performance, making adjustments as necessary to ensure that they remain aligned with their goals and risk tolerance.
- Conduct market research and analysis to identify investment opportunities and risks.
- Stay up-to-date with the latest market trends and news and provide regular updates to clients.
- Generate new business by identifying and pursuing new clients and business opportunities.
- Develop and maintain a thorough understanding of the companys products and services, and effectively communicate them to clients.
- Collaborate with other departments, such as research, compliance, and operations, to ensure that clients receive high-quality and compliant services.
- Meet or exceed sales targets and KPIs (Key Performance Indicators).
- Achieve and exceed individual and team sales targets to drive revenue growth.
- Increase client retention and satisfaction by providing high-quality investment advice and personalized service.
- Expand client base by generating new business through referrals, networking, and other sales activities.
- Increase assets under management (AUM) by effectively managing clients investment portfolios and growing their wealth.
- Meet or exceed profitability targets by balancing revenue growth with cost management.
- Maintain a high level of compliance with relevant regulations and internal policies to ensure that clients investments are protected.
- Stay up-to-date with the latest market trends and news to identify investment opportunities and risks.
- Maintain a high level of client engagement by regularly communicating with them and providing market updates and performance reports.
- Increase operational efficiency by effectively utilizing tools and resources to manage clients portfolios and generate reports.
- Foster a positive and collaborative team environment by sharing knowledge and expertise with colleagues.
- Continuously improve knowledge and skills by staying current with industry trends, participating in training programs, and obtaining relevant certifications.
- 5+ years of experience as a Wealth Manager in the stock broking industry.
- Proven track record of generating and maintaining a client base and achieving sales targets.
- Strong understanding of financial markets, investment products, and portfolio management strategies.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Ability to work independently and manage multiple priorities and deadlines.
- Strong analytical and problem-solving skills, with the ability to identify and resolve complex investment issues.
- Familiarity with relevant regulations and compliance requirements.
- Bachelors degree in finance, business, or a related field. Advanced degree or professional certification (e.g., CFA) preferred.
- Posted On : 19 December, 2023
- Location : Gurgaon
Employment Type: Full Time, Permanent
Read full job descriptionPrepare for Wealth Manager roles with real interview advice
People are getting interviews at Findoc Investmart through
People are getting interviews through
(based on 4 Findoc Investmart interviews)
Job Portal
Referral
50%
25%
25% candidates got the interview through other sources.
Moderate
Confidence
?
Moderate Confidence means the data is based on a sufficient number of responses received from the candidates
What people at Findoc Investmart are saying
What Findoc Investmart employees are saying about work life
based on 15 employees
Flexible timing
Monday to Friday
No travel
Day Shift
Findoc Investmart Benefits
View more benefits
Compare Findoc Investmart with
Angel One
Compare
Kotak Securities
Compare
Sharekhan
Compare
ICICI Securities
Compare
HDFC Securities
Compare
Motilal Oswal Financial Services
Compare
Edelweiss
Compare
Axis Direct
Compare
Karvy Stock Broking
Compare
Reliance Securities
Compare
Marpu Foundation
Compare
Huawei Technologies
Compare
HCL Infosystems
Compare
Exotic Learning
Compare
JioMart
Compare
Karma Ayurveda
Compare
Evision Technoserve
Compare
InternEzy
Compare
Cogoport
Compare
Lea Associates South Asia
Compare
Share an Interview