A
A C Agarwal Share Brokers
Wealth Manager
Skills
Business DevelopmentFinancial PlanningCompliance
2 months ago
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Important information
Contract type:
Permanent
Location:
Vadodara, Gujarat, India
Work mode:
Hybrid
Published on:
7 September 2026
What they need
- Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business.
- Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments.
- Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products.
- Identify client needs, risk appetite, and financial goals to design appropriate investment strategies.
- Achieve revenue and AUM (Assets Under Management) targets through cross-selling and upselling opportunities.
- Conduct periodic portfolio reviews and ensure clients are updated on market trends, performance, and recommendations.
- Collaborate with research and product teams to deliver value-added insights to clients.
- Ensure compliance with regulatory guidelines (SEBI, RBI, and company policies) in all advisory and sales activities.
- Maintain strong business development focus by acquiring new clients through networking, referrals, and bank/financial institution connections.
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