Wealth Manager (Broking)

Job Description Wealth Manager (Broking ) Company: Kedia Capital Location: Kalyan (West)/ Thane west Role Overview: We are seeking a dynamic and client-focused Wealth Manager to join our team at Kedia Capital. The role involves providing wealth management solutions, financial advisory, and investment planning to clients. Candidates with minimum 2 + years of relevant experience are preferred, though fresh MBA (Finance) graduates with strong analytical and interpersonal skills are also welcome to apply. Key Responsibilities: Build and maintain strong client relationships by understanding their financial goals. Advise clients on investment strategies across Mutual Funds, Insurance, Equities, and other wealth management products. Prepare and present tailored financial plans and solutions. Achieve business development/B2C sales and revenue growth targets. Conduct client meetings, seminars, and webinars to enhance client engagement. Stay updated with financial market trends and product knowledge. Requirements: Minimum 2 + years of experience in Wealth Management / Financial Advisory preferred from Stock broking industry only. Strong communication, presentation, and interpersonal skills. Ability to analyze financial needs and provide suitable solutions. Self-motivated, target-oriented, and client-focused. What We Offer: Opportunity to work with a leading stock broking and advisory firm. Growth-oriented environment with learning opportunities. Attractive incentive structure and career progression. .