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Wealth Management Executive

TalentTie Services

Nashik, Maharashtra13 yrs₹3.0L – ₹5.5L PAWork from OfficePosted 46 days ago
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Job Description

Drive wealth management solutions and equity sales for our expanding client base. Key Responsibilities: - Acquire and manage HNI / retail clients - Sell mutual funds, PMS, insurance products - Conduct financial planning sessions - Achieve monthly AUM and revenue targets - Build long-term client relationships

Requirements & Eligibility

- Graduate in Commerce / Finance / Economics - 1-3 years in stock broking / wealth management - NISM certifications preferred (Series V-A, VIII) - Strong financial product knowledge - Excellent communication and presentation skills

Key Skills Required

Equity SalesMutual FundsWealth ManagementClient AcquisitionNISM

About the Recruiter

TalentTie Services

Recruitment

TalentTie is a recruitment platform specializing in Banking, Insurance, Pharma, FMCG, and IT sectors across Tier 2 & Tier 3 cities of India.

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Job Overview

Posted On
29 Mar 2026
Vacancies
4 openings
Industry
Securities & Investments
Job Type
Full Time
Work Mode
Work from Office
Location
Nashik, Maharashtra

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