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Wealth Management Executive
TalentTie Services
Nashik, Maharashtra1–3 yrs₹3.0L – ₹5.5L PAWork from OfficePosted 46 days ago
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.
Visit websitePlaced by TalentTie Recruitment Services
Verified recruiter • Free application • No hidden charges
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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+91 99136 77622How to Apply
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