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 : 0 - 2 Years

Job Roles & Responsibilites :

  • Acquire Clients by achieving target on time
  • Advise clients on Portfolio Structuring & Rebalancing
  • Suggest Financial Product/Services like MF, Stocks, AIF, PMS, NCDs, etc as per their Risk Profile.
  • 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.
  • Report to the Superiors & do related activities as timely shared by the Superiors
  • What are we looking for? : Pursuing CFP/CWM or completed the certification. Have Sales Experience in the Financial Product/Service Industry Knowledge of Excel, Powerpoint Good with Calculation & Communication Skills

    Salary : No Bar for Deserving Applicant

    Hiring Manager Details:

    Sanchit Taksali

    [email protected]