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). 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/Inter CA/CA
• Has completed their graduation in B.F.M/B.A.F/B.COM

Location: Goregaon

Email: adnghr@naikwealth.in/pritika@naikwealth.in