Wealth Manager

Company Description VSRK Capital Pvt. Ltd. is one of India's leading mutual fund distributors, dedicated to helping individuals and families build, protect, and grow their wealth through tailored and disciplined financial strategies. Our comprehensive range of services includes mutual fund investments, insurance planning, portfolio management, financial and retirement planning, and fixed income solutions. We leverage market insights and a data-driven investment approach to deliver customized strategies that align with clients’ unique financial goals and risk profiles. At VSRK Capital, we emphasize transparency, long-term vision, and disciplined guidance to help clients achieve financial confidence and a secure future. Role Description This is a full-time, on-site role for a Wealth Manager, located in Noida (uttar pradesh), India. The Wealth Manager will be responsible for providing financial planning services, developing tailored investment strategies, managing client portfolios, and guiding clients in insurance and financial decision-making. Other responsibilities include conducting market research, analyzing financial data, identifying growth opportunities, and fostering relationships with clients to ensure long-term financial success. The role also requires staying updated on financial market trends and regulatory changes to deliver accurate advice to clients. Qualifications Strong expertise in Financial Planning and Investment Management Knowledge in Investments and Finance, including market analysis and strategy development Experience in Insurance advising and planning Outstanding interpersonal and communication skills to build and maintain client relationships Ability to deliver data-driven financial insights and solutions tailored to individual client needs. Number of work days per week . 5 days in week Timings . 9.30 Am to 5.30 Pm