Wealth Manager

99,999 - 99,999 /month

Allshore Dynamics Private Limited

Field job

Malad (West), Mumbai

3 - 6+ years Experience in Sales / Business Development

25 Openings

Full Time

Graduate and above

All genders

09:00 AM - 06:00 PM | 6 days working

Job Benefits: Insurance, PF, Medical Benefits

Smartphone, Internet Connection, Laptop/Desktop, PAN Card, Aadhar Card, Bank Account

WEALTH MANAGER – MUMBAI

Location: Mumbai

Experience Required: 3+ Years

Education: Graduate / Post Graduate

Salary: Best in Industry | Negotiable for the Right Candidate

Job Responsibilities:

• Manage and advise HNI and affluent clients on investment products.

• Recommend and sell Mutual Funds, PMS, AIF, Bonds, Direct Equity, Unlisted Shares, and other wealth products.

• Acquire new investors and maintain strong client relationships.

• Achieve AUM, revenue, and client acquisition targets.

• Conduct regular portfolio reviews and provide customized investment solutions.

• Coordinate with branch teams for client meetings and business development activities.

Candidate Requirements:

• Minimum 3 years of experience in Wealth Management, Banking, Investment Advisory, or Financial Sales.

• Good understanding of investment products and capital markets.

• Strong communication, presentation, and relationship management skills.

• Target-oriented with the ability to drive business growth.

Benefits:

• Attractive Incentives

• Career Growth Opportunities

• Professional Work Environment

Interested candidates can apply now or contact us for further details.

It is a Full Time Sales / Business Development job for candidates with 3 - 6+ years Experience.

What are the eligibility criteria for this Wealth Manager job?
Ans : Candidates should have a Graduate and above qualification with 3-7 years of experience for this Wealth Manager job offered by Allshore Dynamics Private Limited in Malad (West), Mumbai.
What salary is offered for this Wealth Manager job?
Ans : The salary is ₹99,500 per month for this Full Time role.
What is the work schedule for this Wealth Manager job?
Ans : This Wealth Manager job has 6 days working days and timings from 09:00 AM - 06:00 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Malad (West), Mumbai.
How many vacancies are there for this Wealth Manager job?
Ans : There are 25 vacancies for this Wealth Manager role.
Is this job open for all genders?
Ans : Yes, this Wealth Manager job is open for both male and female candidates.
What is the job location for this position?
Ans : The job location for this Wealth Manager position is Malad (West), Mumbai.
What makes this Wealth Manager job a good opportunity?
Ans : This Wealth Manager job is a good opportunity as it offers a salary of ₹99,500 per month. This is a Full Time job and has 25 opening.