Wealth Manager

Role : Financial Planner / Wealth Manager

This is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax experts to develop unique financial strategies tailored to each client’s needs and goals.

Key Responsibilities :

1. Existing Client Relationship Management :

• Manage and review existing client investment portfolios.
• Conduct portfolio analysis and make necessary adjustments.
• Drive additional business from existing clients across financial services including Mutual Funds, Stocks, Loans, Insurance (General & Term), Estate Planning, and Tax Planning.
• Create and enforce financial goal plans to meet clients’ long-term objectives.

2. New Client Acquisition & Relationship Management :

○ Financial Awareness Programs

○ Referrals from existing clients

○ Social media leads

○ Internal acquisition team leads

○ Other external sources

3. Sales & Business Development :

4. Additional Responsibilities

Candidate Profile :