Senior Wealth Manager

Full Time
Jaipur/ Kalyan/ Delhi/ Surat/ Chennai/ Bangalore/ Thane

Company Name : Kedia Capital Services

About Us : Kedia Capital Services established in year 2003 as a Commodity Broker which later on turned into the India's 1st Unified Licensed Stock Broker by SEBI. And In the year 2020, with SEBI RIA licensed approval entered into the Wealth Management Industry with expanded offerings into Stocks, MF, AIF, PMS, Financial Planning & other Wealth Products to individuals & Corporates. With the vision to become India's leading Wealth Management Solution provider, we are expanding to various states in India. Thus, we are looking for talent professional who are passionate to build career in the Wealth Management Industry.

No. of Vacancies : 15

Qualification : Graduate/PG/MBA + CFP/CWM/NISM XA&B/Other relevant Certifications

Experience : 3 - 7 Years

Job Roles & Responsibilites :

  • Experienced in Managing Wealth/Creating Financial Plans either through Excel or Software
  • Has ability to Acquire Clients On Self-Source Basis or experience on Managing the AUM of at least Rs. 10 Crore.
  • Knows & Understand the Importance of Asset Allocation & Financial Planning
  • Able to Spread awareness among Individual or group of individuals about Wealth/Financial Planning
  • Understand the SEBI & Comply with the Company Policies
  • Knows how to present him/herself.
  • What are we looking for? : Have already managed an assets worth of at least Rs. 10+ Crore AUA Experience of Creating Financial Plans & managing wealth. Targets are Motivation to help Clients in Creating their wealth

    Salary: No Bar for Deserving Applicant

    Hiring Manager Details:

    Sanchit Taksali

    [email protected]