We are looking for a vice president of the wealth management department who can manage, advice & create financial plans for the clients. We are looking for an experienced professional who has acquired knowledge in the domain of the wealth management/financial planning industry for our investments advisory division. We are SEBI RIA providing fee-only financial planning services. As an advisor, you must be self-motivated & aggressive in doing the task. This role is very important for those, who want to help people in achieving their financial goals through pure & transparent advisory under SEBI RIA regulations
Key responsibilities:
1. Managing wealth/creating financial plans either through Excel or Software
2. Acquiring clients on self-source basis
3. Working with an understanding of the importance of asset allocation & financial planning
4. Spreading awareness among individuals or groups of individuals about wealth/financial planning
5. Understanding the SEBI & complying with the company policies
Requirements:
1. Cleared NISM XA & XB/CFP/CWM or any other SEBI accredited exam (preferred)
2. Experience in creating financial plans & managing wealth
3. Target-driven approach to acquire fee-only clients
4. Ability to present him/herself
Note: Salary is no bar for deserving applicants.
Annual CTC: ₹ 3,00,000 - 7,00,000 /year
Annual CTC breakup:
1. Fixed component: 70%
2. Variable component: 15%
3. Other incentives: 15%
We are the 1st unified license stock broker in India. With our head office in Mumbai and branches spread across Mumbai, Thane, Delhi, Jaipur, and Chennai, our network is ever-expanding. We boast of an annual turnover of over 90,000 crores and with 0 debt on company books. We are a self-funded institution and a profitable organization that always strives for technological innovation at the pinnacle level.
