Wealth Advisor (sales)

Company Description

Established in 2004, Kedia Capital Services Private Limited is a Renowned Stock Broking Company in India, founded by Mr. Vijay Kedia, a seasoned professional with over 25 years of experience in Capital Markets. The company is a SEBI Registered Investment Advisor (INA000015525) and the first Unified Licensed Stock Broker in India. Kedia Capital offers an extensive range of financial products and services, including Demat, equities, derivatives, commodities, currencies, and mutual funds. With a user-friendly multi-asset trading platform and advisory-backed mobile applications, Kedia Capital is a member of major financial exchanges and adheres to SEBI regulations, ensuring a secure and streamlined investment experience for its clients.

Role Description

This is a full-time, on-site role located in Delhi ITO Location, OH, for a Wealth Advisor at Kedia Capital Services Private Limited. The Wealth Advisor will be responsible for creating customized financial plans, assisting clients with investments, and providing wealth management services. Daily tasks include analyzing financial portfolios, advising clients on retirement planning, offering insights into market trends, and maintaining client relationships to ensure their financial goals are met. The role emphasizes delivering high-quality personalized financial advice while fostering trust and long-term client relationships.

Qualifications

• Strong expertise in Financial Planning
• Knowledge and experience in Investments and Finance
• Proficiency in Wealth Management Services and client relationship management
• Excellent communication and interpersonal skills
• Ability to work collaboratively in an on-site setting and interact effectively with clients
• Graduation or Bachelor's degree in Finance, Economics, or related field.
• Proven track record of building and managing financial portfolios is preferred
• Proficiency in using financial planning tools and platforms

Skills Required

Investments, wealth management services , Client Relationship Management, Financial Planning