Wealth Manager

Accura Recruiters

Mumbai

On-site

INR 600,000 - 1,200,000

Full time

9 days ago

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Benefits offered by this job

Annual bonus

Sales incentives

Performance bonus

Job summary

Stockify is a growing financial services company focused on stock markets, investments and wealth management with a presence across India and Dubai. This role is within Trading, Asset & Wealth Management, offering opportunities to learn and grow in client-facing wealth services.

Join our team in Mumbai to collaborate with brokers, manage portfolios, and deliver wealth planning solutions while staying ahead of market trends and risks.

Qualifications

UG: Any Graduate required.

Responsibilities

Collaborate with brokers & mutual fund companies.
Build strong client relationships.
Provide wealth planning solutions.
Manage investments & portfolios.
Monitor market trends & risks.

Education

UG: Any Graduate

Job description

Responsibilities:

Collaborate with brokers & mutual fund companies

Build strong client relationships

Provide wealth planning solutions

Perks and benefits

Annual bonus, Sales incentives, Performance bonus

Responsibilities:

Manage investments & portfolios

Collaborate with brokers & mutual fund companies

Build strong client relationships

Monitor market trends & risks

Provide wealth planning solutions

Perks and benefits

Annual bonus, Sales incentives, Performance bonus

Role Category: Trading, Asset & Wealth Management

Education

UG: Any Graduate

Key Skills

Skills highlighted with '' are preferred keyskills

Stockify is a growing financial services company focused on stock markets, investments & wealth management. With a presence across India & Dubai, we combine market expertise with a client-first approach and offer exciting opportunities to learn.

Financial services, wealth & investment firm

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