Wealth Manager | New Delhi Okhla Phase - 2

Job description Profile - Wealth Manager / Sr. Wealth Manager Location - New Delhi Salary - Best in industry Company - Almondz Global Securities Limited Key Responsibilities : Client Acquisition - Actively engage in the acquisition of recent clients. - Provide guidance and assistance to clients throughout. - Utilize market research and networking to identify potential clients and market opportunities. Portfolio Management: - Analyse clients' financial goals, risk tolerance, and investment preferences to construct and manage customized investment portfolios. - Monitor and rebalance portfolios to ensure alignment with market conditions and clients' objectives. - Provide regular updates and performance reviews to clients. Financial Product Sales: - Promote and sell a variety of financial products, including Mutual Funds, Corporate FDs, Bonds, PMS, AIF, Insurance, Loans & Mortgages, LAS, and Fixed Income Products. - Stay informed about product features, market trends, and regulatory changes affecting financial products. - Conduct thorough needs assessments to recommend appropriate financial solutions. Cross-Selling and Relationship Building: - Cross-sell Demat Accounts and other relevant financial services to existing and potential clients. - Develop and maintain strong relationships with clients through effective communication and personalized service. - Identify opportunities for additional services and products based on clients' financial needs. Compliance: - Ensure compliance with regulatory requirements and industry standards in all dealings. Financial Planning and Advisory: - Provide comprehensive financial planning and advisory services to clients. - Stay abreast of market trends, economic indicators, and financial planning strategies. Sales Targets: - Work towards achieving and exceeding assigned sales targets. - Implement effective sales strategies to maximize revenue and market share. Qualifications & Experience - Any Graduate/Postgraduate with minimum 3 Years of relevant work experience within the same industry type. - Proven experience as a Wealth Manager with expertise in Portfolio Management. - Relevant certifications such as AMFI, NISM Wealth Management, or similar. - In-depth knowledge of Mutual Funds, Corporate FDs, Bonds, PMS, AIF, Insurance, Loans & Mortgages, LAS, and Fixed Income Products. If Interested, please share your updated CV at with current & expected ctc along with notice period.