Kazam - Wealth Manager

Key Responsibilities

- Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives.

- Design and implement investment strategies, monitor performance, and rebalance portfolios as needed.

- Guide clients through complex investment products such as AIFs and unlisted shares.

- Stay updated with regulatory guidelines and ensure transparent communication with clients.

- Strengthen client relationships by conducting regular portfolio reviews, financial education

sessions, and focusing on AUM growth.

Qualifications

- Certifications such as CFA, CFP, or NISM preferred.

- Minimum 5+ years of experience in wealth management/advisory roles with exposure to MFs, AIFs, and private/unlisted markets.

Skills

- Investment Advisory

- Mutual Funds (MFs)

- Alternative Investment Funds (AIFs)

- Unlisted Shares & Equities

- Client Relationship Management

- Communication & Negotiation

- Financial Strategy & Portfolio Management

- HNI/UHNI Advisory