Wealth Manager

Company Description

Arihant Capital Markets Limited, incorporated in 1992, is a public limited company focused on helping individuals in India achieve financial independence through suitable investment products and client-first advisory. The firm offers a broad range of services, including equity and derivatives broking, online trading, mutual fund advisory, IPO investments, depository services, commodities and currency broking, financial planning, and wealth management. Arihant Capital is a SEBI-registered stockbroker, an AMFI-registered mutual fund distributor, and a SEBI-approved Category I Merchant Banker, serving individual investors, corporates, HNIs, and NRIs. The company is committed to research-driven, need-based advice aimed at creating long-term wealth for its clients.

Role Description

This is a full-time, on-site Wealth Manager role based in Indore. The Wealth Manager will be responsible for managing and growing client portfolios by assessing financial goals, risk appetite, and investment horizons, and recommending suitable investment products across asset classes. The role includes conducting regular portfolio reviews, rebalancing strategies, and providing timely market and product updates to clients. The Wealth Manager will also identify new business opportunities, onboard and engage clients, and collaborate with internal research, advisory, and operations teams to ensure seamless service delivery. Daily responsibilities include client meetings, preparation of financial plans, documentation and compliance, tracking portfolio performance, and maintaining accurate records in accordance with regulatory requirements.

Qualifications

• Strong skills in Financial Planning and wealth advisory, with the ability to translate client goals into actionable financial roadmaps.
• Proficiency in Investment Management and Investments, including asset allocation, portfolio construction, and performance monitoring.
• Solid understanding of core Finance concepts, capital markets, and regulatory frameworks relevant to wealth management.
• Knowledge of Insurance products and their role in protection planning and comprehensive financial solutions.
• Bachelors degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications (e.g., CFP, NISM) are an advantage.
• Proven experience in wealth management, investment advisory, or related financial services roles, preferably in a client-facing capacity.
• Strong analytical, quantitative, and problem-solving skills, with attention to detail and compliance orientation.
• Excellent communication, presentation, and relationship-building skills, with the ability to work collaboratively in an on-site team environment in Indore.