Wealth Executive6 min read

Job Title

Wealth Executive

Job Location – Hyderabad

Company Overview:

LMV Investment Services Pvt Ltd, a part of the LMV Group, is a leading Investment services company that aims to provide affordable Investment Based Products like Insurance Mutual Funds SIP with competitive interest rates to those in need. With a strong focus on customer satisfaction, LMV Investment Services has achieved tremendous success by expanding its vision and offering services such as insurance broking. Our commitment to our customers and their financial well-being.

1) OUR VISION : Our Vision is to be India’s No.1 investment Services Providing Company.

2) OUR MISSION : To serve our Customers with atmost dedication and integrity so that we exceed their expectations and build enduring relationships.we always give honest and unbiased investment solutions and earn our Customers everlasting trust.

3) WE ARE BEST AT : Responsibly managing money risks to help our clients feel financially secure and confident of a brighter and prosperous future .Our team is dedicated & Trained to focus on maintaining integrity , value & Relationships with our Customers .

4) VALUES : LMVIS maintains a strong commitment to ethical conduct. Transparency is ingrained in the structure of our Code of Ethics and our compliance policies to ensure that the highest standards of professional conduct are consistently reinforced and embedded in every corner of the organization.

Job Overview:

We are seeking a skilled and experienced Wealth Manager to join our team at LMV Investment Services Pvt Ltd. As a Wealth Manager, you will be responsible for providing comprehensive financial advice and investment solutions to clients. You need to generated leads .This is a mid-level position requiring 0 to 5 years of experience. The job location is Hyderabad and it is a full-time employment opportunity.

Qualifications and Skills:

• Bachelor’s degree in Finance, Economics, Business Administration, or related field/M.B. A Finance & Marketing 
• Proven experience as a Wealth Manager or similar role
• Strong knowledge of investment products and financial markets
• Excellent communication and interpersonal skills
• Ability to build trust and maintain long-term client relationships
• Analytical thinking and problem-solving abilities
• Attention to detail and strong organizational skills
• Proficiency in financial planning software and MS Office Suite.

Roles and Responsibilities:

• Conduct thorough financial needs analysis and risk assessment for clients
• Develop personalized financial plans and investment strategies
• Recommend suitable investment products and services to clients based on their goals and risk tolerance
• Build and maintain strong relationships with clients and provide ongoing portfolio management
• Monitor market trends and economic indicators to make informed investment decisions
• Regularly review and adapt investment strategies based on clients’ changing needs and market conditions
• Stay up-to-date with industry developments and regulatory changes
• Collaborate with internal teams to ensure seamless delivery of wealth management services

CTC – 20-25K PM (For Freshers/Based on Interview )
For Experience- Based on Previous CTC +Hike 

NOTE- Experienced Candidates must have their own client base relevant to Life & Health Insurance ,SIP & Mutual Fund & Should have same product sales Experience.

Interview Round – 1. HR Screening, 2 – F-F at office premises