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Kazam - Wealth Manager

KazamGurgaon, India

25 days ago

Job description

Key Responsibilities

Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives.
Design and implement investment strategies, monitor performance, and rebalance portfolios as needed.
Guide clients through complex investment products such as AIFs and unlisted shares.
Stay updated with regulatory guidelines and ensure transparent communication with clients.
Strengthen client relationships by conducting regular portfolio reviews, financial education

sessions, and focusing on AUM Masters degree in Finance, Economics, or related field.

Certifications such as CFA, CFP, or NISM preferred.

Minimum 5+ years of experience in wealth management / advisory roles with exposure to MFs, AIFs, and private / unlisted Wealth Management

Investment Advisory

Mutual Funds (MFs)

Alternative Investment Funds (AIFs)

Unlisted Shares & Equities

Client Relationship Management

Communication & Negotiation

Financial Strategy & Portfolio Management

HNI / UHNI Advisory

(ref : iimjobs.com)

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Wealth Manager • Gurgaon, India

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