WEALTH EXCUITVE / PORTFOLIO EXECUITVE CONSULTANT REQUIRED FOR OUR MNC CLIENT IMMEDIATELY:-

Actively Reviewing the Applications

Swathi Business Solutions

India, Tamil Nadu, Chennai Full-Time INR 7–15 LPA

Posted 1 week ago • Apply by June 15, 2026

Job Description

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WEALTH EXCUITVE / PORTFOLIO EXECUITVE CONSULTANT REQUIRED FOR OUR MNC CLIENT IMMEDIATELY:-

Experience: 2 - 6 YEARS

Location: CHENNAI

CTC TO BE OFFERED : Mention Your Current & Expected CTC

Notice Period: IMMEDIATE

JUNIOR WEALTH EXCUITVE - 2 TO 3 YEARS ( THREE POSITION )

SENIOR LEAD WEALTH EXCUITVE - 5 TO 6 YEARS ( ONE POSITION )

KeySkills

CLIENT ACQUISITION, RELATIONSHIP MANAGEMENT, PORTFOLIO ADVISORY, MANAGEMENT, EQUITIES , SIP INVESTMENTS, MUTUAL FUNDS, TRADING STRATEGIES , INTRADAY, DELIVERY, INVESTMENT ADVISORY, REVENUE GENERATION, MARKET RESEARCH & ANALYSIS, COMPLIANCE, RISK MANAGEMENT, PORTFOLIO MANAGEMENT, ASSET ALLOCATION, EQUITY MARKETS, CASH, DERIVATIVES, SIP, MUTUAL FUND ADVISORY, TRADING STRATEGIES, POSITIONAL, F&O, CLIENT RELATIONSHIP MANAGEMENT

Job Description

We are looking for a dynamic and client-focused Wealth Manager / Portfolio Manager to manage and grow client investment portfolios across SIPs, equities, and trading products. The role involves providing financial advisory, executing trades, and building long-term client relationships to achieve revenue and portfolio growth targets.

Key Responsibilities

CLIENT ACQUISITION & RELATIONSHIP MANAGEMENT

Acquire new HNI / Retail clients for investment products.
Build and maintain strong, long-term relationships with clients.
Understand client financial goals, risk appetite, and investment horizon.

PORTFOLIO ADVISORY & MANAGEMENT

Design and manage diversified portfolios across: Equities (cash & derivatives), SIP investments (Mutual Funds), Trading strategies (intraday, delivery, F&O)
Provide periodic portfolio reviews and rebalancing strategies.
Track market movements and align portfolios accordingly.

INVESTMENT ADVISORY

Recommend suitable SIP plans and mutual fund schemes.
Provide actionable insights on equity markets and stock recommendations.
Guide clients on trading opportunities based on technical/fundamental analysis.

REVENUE GENERATION

Achieve brokerage, AUM, and revenue targets. Cross-sell financial products like: Mutual Funds, Insurance, Bonds / PMS / Structured Products, Drive SIP book growth and trading volumes.

MARKET RESEARCH & ANALYSIS

Stay updated with market trends, economic developments, and regulatory changes.
Conduct technical and/or fundamental analysis of stocks.
Share insights, reports, and investment ideas with clients.

COMPLIANCE & RISK MANAGEMENT

Ensure all advisory and transactions comply with regulatory guidelines.
Maintain proper documentation and client records.
Adhere to internal risk policies and KYC norms.

Key Skills Required

CORE SKILLS

PORTFOLIO MANAGEMENT & ASSET ALLOCATION
EQUITY MARKETS (CASH & DERIVATIVES)
SIP & MUTUAL FUND ADVISORY
TRADING STRATEGIES (INTRADAY, POSITIONAL, F&O)
CLIENT RELATIONSHIP MANAGEMENT

Technical Skills

Knowledge of trading platforms (e.g., Zerodha, Angel One, ICICI Direct, etc.) will be a plus. Strong understanding of: Technical Analysis (charts, indicators), Fundamental Analysis (financial statements, ratios)
MS Excel / Financial modeling basics

Behavioral Skills

Strong communication & persuasion skills
Analytical and decision-making ability
Target-driven mindset
Client-centric approach

Qualifications

Graduate / Postgraduate in Finance, Commerce, or related field. Certifications preferred though not mandatory. NISM Series (Equity, Derivatives, Mutual Funds), CFP / CFA (optional but preferred)

KPIS / PERFORMANCE METRICS

Assets Under Management (AUM) growth
SIP book size and monthly inflows
Brokerage revenue and trading volumes
Client acquisition & retention rate
Portfolio performance vs benchmarks

Preferred Candidate Profile

Experience in brokerage firms, wealth management firms, or NBFCs
Existing client base (added advantage)
Strong understanding of Indian financial markets

Note

(i) Our client is looking for immediate & early joiners.

(ii) Having LinkedIn Profile is a must.

(iii) Being An Immediate & High Priority Requirement Interested Candidates Can Share Their Resumes With Photograph In Word Doc. Format And The Details Are Enclosed As Below

To Apply

Name*

Email*

Mobile Number*

Current Location*

Total Experiance*

Attach Resume (Accept only pdf,doc,docx)*

ARUN.T

91- 44 - 2999 4354

[email protected]

www.swathisolutions.com