Deputy Growth Manager

Company Profile:

A D Naik Wealth is one of India’s top mutual fund distributors, specializing in wealth creation and protection for High-Net-Worth Individuals (HNIs). With a legacy spanning over three decades, the company has served over 18,000 satisfied clients across 217 cities and 25 countries. As a trailblazer in financial services, A D Naik Wealth emphasizes trust, innovation, and exceptional client service.

Job Description: Deputy Growth Manager

Role Overview
● Client Acquisition: Acquire new High Net-Worth and retail clients through targeted sales efforts and networking.
● Incidental advice: Giving incidental advice where- ever possible
● Client Relationship Management: Build and maintain strong relationships with premium clients, offering incidental portfolio advice and support.
● Portfolio Monitoring: Monitor and adjust client portfolios, ensuring alignment with their financial needs.
● Reporting: Provide regular updates and reports on client developments and sales activities.
● Product Research: Stay updated on market trends and ensure the financial products meet clients’ needs.

Candidate Profile
● Excellent in communicating
● Has Pursued or Pursuing NISM VA/ CFP/ CWM
● Has completed their graduation in B.F.M/B.A.F

Compensation & Location
Salary: ₹30,000 – ₹40,000 per month
Location: Goregaon