Wealth Manager - Sales

As an Wealth manager (Sales), you will be responsible for building, owning, and managing relationships with investors looking to invest in financial investment options.

Key Responsibilities & Accountabilities Financial Planning and Portfolio Services Responsible for end-to-end client management by following the financial planning process, living and embodying the company’s core values of client centricity and empathy. Having fantastic, value-creating & memorable conversations with clients every single day! Helping your clients achieve their financial dreams by identifying problems, co-working on solutions, and implementing and monitoring those solutions. Managing investment portfolios and making people ready to meet their financial goals by following the financial planning process. Being an advisor and not a salesperson. Driving AUM by deepening existing relationships and building new relationships on a self-sourced basis. Revenue Generation. Continuous learning, to be better equipped to face a varied range of investors. Being the Face of the company for the investors, and the Voice of the investors for the company.

Opportunity to work in multiple financial products Mutual Funds IPO Secondary Market Unlisted Equity International Equity Bonds/Fixed Income Securities Tax Advisory Insurance (Life & General) PMS & AIF

Required Education:

Skill Set & Knowledge Graduate / Post graduate:

MBA Finance will have an advantage.

Financial Advisory Experience of at least 1-3 Years. Understanding fundamental investment and financial concepts is essential. Should be a self-starter and proactive approach. Relationship-building skills.

Remuneration Salary: 6.00-8.50 LPA Location : Ahmedabad

Interested candidates may send their CV to hr@oceanfinvest.in