Wealth Manager

Job Title: Wealth Manager

Location: Andheri & Thane, Mumbai

Mode: On-site

Candidate must be NISM Equity & Derivatives certified.

Role and Responsibilities:

• Responsible for sourcing new clients and developing strong relationships with existing clients to service them for their Equity, Debt & Derivative product portfolios.
• Cross-selling investment products like Mutual Funds, Insurance, PMS, AIF, NCDs, Fixed Income, Structured Products, etc., to match client needs for investment and loan products.
• Stay updated with market knowledge and intelligence through research reports, important webinars, and training published and conducted by IIFL Securities on a regular basis.
• Ensure all activities adhere to the company’s strict Compliance, Risk, and Policy guidelines.
• Develop and maintain long-term relationships with customers to ensure high retention levels.
• Acquisition of franchise and referral business to grow and strengthen overall business.
• Daily calling of existing and new customers, prospects, and scheduling web/personal meetings with clients and prospects.
• Direct acquisition of trading and investment clients, ensuring monthly revenue targets are met.

Mandatory Requirements:

• Graduate/post-graduate with a minimum of 1–2 years of experience in Equities/Derivatives on the client advisory side.
• Strong understanding of capital markets.
• Result-oriented, self-starter, proactive.
• Strong relationship-building and communication skills.