Wealth management

JITO; Khandwa; On-site; INR 600,000 - 900,000; Full time

Job summary

Ch finance pvt Ltd in Khandwa seeks a Wealth Management Manager to lead the wealth management department, acquire new clients, and provide tailored financial solutions.

You will guide clients on Mutual Funds, PMS, Insurance, and other investment products, manage portfolios, review performance, and ensure compliance with regulations while building a high-performing team.

Qualifications

• Proven track record in wealth management and client acquisition.
• Experience in Mutual Funds, PMS, Insurance and related products.
• Strong portfolio management and client servicing skills.

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

Tally

Excel

Advanced MS Office

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.