Wealth Manager

Company Description

Founded in 1960, Kunvarji Group is a leading conglomerate with a diversified presence in Wealth Solutions, Agri Commodities, Real Estate Advisory, Merchant Banking, Tech Solutions, and Insurance Broking. Headquartered in Ahmedabad, Gujarat, Kunvarji Group has a national and global footprint, driven by a vision to foster growth and prosperity for all stakeholders. At Kunvarji, individuals have the opportunity to express their purpose, contribute innovative ideas, and be their authentic selves.

Role Description

This is a full-time Wealth Manager role located on-site in Mumbai. The Wealth Manager will be responsible for financial planning, investment management, managing investments, overseeing finance operations, and insurance-related tasks.

Role & Responsibility

Understanding the Markets, Technical & Fundamental Stockmapped to the Desk or to respective Advisor.

Cross-sell of Third-party focused products as suggested by the Kunvarji group (includes MF,PMS, Structure Products & others).

Generate direct brokerage revenues by advising various trading & stock ideas based on the market to the clients.

To improve Market share in Trading and Delivery calls through our advisory calls for the clients mapped to the Desk and the respective advisory

Regular meetings with Active clients, converting the dormant market references

clients into active Clients.

Regular Regional visits for HNI client meetings, market reports and advising the same to HNI / UHNI clients seminars/events.

• The person should be able to acquire HNI / UHNI respective Advisor. Clients with reference from existing clients and other.