Wealth management

Jain International Trade Organisation - India; Khandwa, Bengaluru; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Ch finance pvt Ltd in Khandwa is seeking a Wealth Management professional to acquire new clients, manage portfolios, and provide tailored investment solutions including Mutual Funds, PMS, Insurance, and other products. You will lead the wealth management department, build a team, and drive revenue growth.

The role requires managing client relationships, conducting portfolio reviews, and staying updated on market trends and regulatory changes.

Qualifications

• Experience in wealth management or financial services preferred.
• Strong networking and client acquisition abilities.
• Ability to manage portfolios and conduct reviews.
• Knowledge of Mutual Funds, PMS, Insurance, and other investment products.

Responsibilities

• Acquire and develop new client relationships.
• Understand clients' financial goals and risk profile.
• Recommend suitable investment and wealth management solutions.
• Manage and grow existing client portfolios.
• Conduct regular portfolio reviews and provide financial advice.
• Achieve sales and revenue targets.
• Ensure compliance with company policies and regulatory guidelines.
• Prepare client reports and maintain accurate records.
• Coordinate with internal teams for smooth client service.
• Build long-term relationships to ensure high client satisfaction.

Skills

Advanced Excel

Tally Prime

MS Office

MIS Reporting

Data Management

Excel

Tally

Tools

Tally Prime

Job description

Ch finance pvt Ltd - Khandwa - Posted 1 day ago - Updated 1 day ago

Job Type: FullTimePermanent

Location: Khandwa

Work Mode: Onsite

Experience: Management

Travel Requirements: Occasional local travel for client meetings and business development.

Skills:

• Advanced Excel (VLOOKUP, Pivot Tables, Charts, Data Analysis)
• Tally Prime
• MS Office (Excel, Word, PowerPoint)
• MIS Reporting & Data Management
• Tally
• Excel
• Advanced MS Office (Excel, Word & PowerPoint)

Job Description

• Acquire new clients through referrals, networking, cold calling, and market outreach.
• Manage and grow an existing portfolio of clients by understanding their financial goals and risk appetite.
• Provide tailored wealth management solutions including Mutual Funds, Portfolio Management Services (PMS), Insurance (Life & General), Structured & Alternative Investment Products.
• Conduct regular portfolio reviews and recommend suitable investment strategies.
• Achieve assigned targets for Revenue, Assets Under Management (AUM), and client acquisition.
• Maintain strong relationships with clients by providing timely and proactive service.
• Stay updated on market trends, product offerings, and regulatory changes.
• Take complete ownership of leading and managing the Wealth Management Department.
• Build, lead, and develop the Wealth Management team while ensuring effective management and smooth functioning of the department.

Responsibilities

• Acquire and develop new client relationships.
• Understand clients' financial goals and risk profile.
• Recommend suitable investment and wealth management solutions.
• Manage and grow existing client portfolios.
• Conduct regular portfolio reviews and provide financial advice.
• Achieve sales and revenue targets.
• Ensure compliance with company policies and regulatory guidelines.
• Prepare client reports and maintain accurate records.
• Coordinate with internal teams for smooth client service.
• Build long-term relationships to ensure high client satisfaction.