Wealth Manager

Acura Solutions; Ahmedabad District; On-site; INR 600,000 - 900,000; Full time

Job summary

Acura Solutions is seeking a financial advisor to manage client portfolios and provide tailored investment advice across multiple asset classes. You will engage clients to understand their goals, conduct regular reviews, and support senior managers in growth strategies while helping deepen client relations.

The role requires postgraduate studies in Finance/Economics (MBA preferred) and certifications such as NISM/AMFI/CFP are highly valued.

Qualifications

• Postgraduate degree in Finance, Economics, or related fields.
• Relevant certifications (NISM, AMFI, CFP) are highly preferred.

Responsibilities

• Manage portfolio of clients and provide financial planning and investment advisory across asset classes.
• Engage with clients to assess goals, risk appetite, and investment preferences.
• Offer tailored investment solutions across equity, debt, MF, PMS, insurance, and structured products.
• Conduct regular portfolio reviews and performance updates.
• Support growth by assisting senior managers in revenue targets and business development.

Skills

Financial analysis

Portfolio management

Advisory services

Regulatory awareness

Education

MBA / Postgraduate in Finance or Economics

NISM / AMFI / CFP preferred

Job description

Role & responsibilities

JOB DESCRIPTION Manage portfolio of clients, provide tailored financial planning and investment advisory services across multiple asset classes. Engage clients to understand their financial goals and conduct regular portfolio reviews. Support senior managers in growth strategies and drive business development through client acquisition.

• Manages portfolio of clients, providing comprehensive financial planning and investment advisory services.
• Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences.
• Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structured products.
• Conduct regular portfolio reviews and performance updates to ensure alignment with client objectives.
• Support senior managers in executing growth strategies and achieving revenue targets.
• Leverage the group's existing customer base e.g., CV/PV dealers & fleet owners; develop investment solutions within this captive base to deepen client relations & expand AUM
• Drive business growth by acquiring new clients through referrals and networking, while addressing clients' broader financial requirements (lending, insurance) by leveraging group expertise

Qualifications & Education

• Postgraduate degree in Finance, Economics, or related fields (e.g., MBA)
• Relevant certifications (NISM, AMFI, CFP) are highly preferred.

Technical Skills

• Proficiency in financial analysis, portfolio management, and advisory services.
• Good understanding of regulatory requirements and market dynamics.

Soft Skills

• Strong communication, negotiation, and relationship management skills.
• Ability to work independently and collaboratively within a team.

Key Performance Indicators (KPIs)

Drive AUM growth and maximize revenue from client portfolios. Maintain strong client retention, solid satisfaction scores, and foster client referrals. Support in executing business development plans by meeting and client acquisition targets set as part of the overall strategy Act as the primary relationship holder, addressing clients' holistic financial management needsincluding investments, lending, and insurance—by leveraging subject matter experts from the group. Support team efforts and contribute to overall organizational objectives