Wealth Manager - Investment Advisory

Job Title: Associate Vice President – Executive Division

Location: Hyderabad

CTC: up to ₹18 LPA

Role Overview:

The Associate Vice President – Executive Division plays a critical role in driving business growth, managing client relationships, conducting financial research, and leading teams. The role is structured around four key pillars essential to organizational success.

Key Responsibilities:

1. Business Growth:

• Generate business through client referrals
• Expand service offerings and increase AUM from existing clients
• Build trust and credibility through effective communication

2. Client Management:

• Develop and maintain strong client relationships
• Conduct regular client meetings to understand financial goals and needs
• Address client queries and concerns in a timely manner

3. Research:

• Monitor and evaluate the performance of investment funds
• Participate in fund manager discussions to align research insights

4. Leadership:

• Lead and mentor a team of financial professionals
• Conduct team meetings to communicate goals, updates, and challenges

Requirements:

• MBA (Finance or related field) preferred
• OR 3–5 years of relevant experience
• OR CA / CFP / CFA (pursuing or completed)
• NISM Investment Advisory (Level A & B) certification preferred

Mode: Work from Office – 5 days/week

Bond: 2 Years

Apply Now!