Fisdom - Wealth Manager

Fisdom - Wealth Manager

About the Role :

We're looking for enthusiastic, agile, and young-at-heart Wealth Managers who thrive in a fast-paced, growth-driven environment. With an entrepreneurial culture that values transparency and keeping the customer first, we're seeking someone who brings energy, curiosity, and a passion for building lasting client relationships. If that sounds like you, this is the perfect place to grow and make an impact.

Key Responsibilities :

• Acquire, manage, and grow HNI client relationships to expand the AUM base.
• Offer personalized investment solutions across Mutual Funds, PMS, AIFs, Bonds,
• Insurance, Structured Products, GIFT City, and Unlisted Investments.
• Deliver a seamless client experience across physical and digital channels.
• Review portfolios periodically and provide actionable recommendations for optimal asset allocation.
• Drive business results by achieving targets in AUM growth, revenue, and product diversification.
• Stay updated on financial markets and new products to offer informed advice.
• Ensure full compliance with documentation and regulatory requirements.

If you're enthusiastic, agile, client-focused, and growth-oriented, join our entrepreneurial, transparent, and customer-first culture to make a real impact.

(ref : iimjobs.com)