Wealth Manager Job in Surat at Mehta Wealth
Applications are closed for this job. Click here to browse more jobs.
Actively hiring

Wealth Manager

Mehta Wealth


Start date
Starts Immediately
₹ 2,60,000 - 6,50,000 ₹ 2,60,000 - 6,50,000 /year
0-5 years
0-5 years experience
Apply By
1 Jul' 23
Posted 3 weeks ago
About Mehta Wealth
Mehta Wealth is a leading premium wealth management firm that specializes in portfolio management services (PMS) in South Gujarat. We are the only company to exclusively offer bespoke solutions for clients, utilizing a comprehensive range of wealth management tools and resources backed by a culture of teamwork and excellence. Our mission is to provide our clients with the highest quality of service and advice to help them achieve their financial goals.
Activity on Internshala
Hiring since May 2023
1 opportunity posted
About the job
Key responsibilities:

1. Procuring potential/target clients through networking, database, market analysis, callings, and references
2. Acquiring preferred clients (HNI/Ultra HNI)
3. Coordinating with AMC and the research team to taking investment decisions for the clients
4. Researching, investigating, and updating themselves on available investments
5. Advising HNI/ultra HNI clients on their investments and managing their overall financial portfolio
Skill(s) required
Who can apply

1. Those who are from or open to relocate to Surat

2. Strong knowledge of financial markets investments and portfolio management

3. Excellent communication and interpersonal skills

4. Ability to develop and maintain relationships with clients

5. Strong analytical and problem-solving skills

6. Ability to work independently and as part of a team

7. Proficiency in Microsoft Office Suite and other financial software

8. Bachelor's degree in finance, economics, or a related field

9. NISM (PMS) certification is preferred

10. Minimum of years of experience in a similar role/industry

Duration: 4 months
Salary during probation: ₹20,000 /month
After probation:

Annual CTC: ₹ 2,60,000 - 6,50,000 /year

Annual CTC breakup:

1. Fixed component: 65%

2. Variable component: 20%

3. Other incentives: 15%

Free snacks & beverages
Number of openings

Sign up to continue


By signing up, you agree to our Terms and Conditions.