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Swatantra Wealth
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Associate Wealth Manager

Associate Wealth Manager

Swatantra Wealth

2 - 6 years

0 Lacs

ahmedabad gujarat

Posted:1 week ago| Platform: Shine logo

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Skills Required

presales problem solving client queries handling sales pitch decks financial areas

Work Mode

On-site

Job Type

Full Time

Job Description

Job Description: You will be responsible for handling client queries from onboarding to client reporting. Additionally, you will create pre-sales and sales pitch decks. You will also assist the founder in all financial areas. This job requires a problem-solving attitude as it is holistic in nature. Qualifications Required: - Strong problem-solving skills - Experience in client handling and reporting - Proficiency in creating pre-sales and sales pitch decks Please note that you need to fill this Google form along with your application: [Google Form](https://forms.gle/KWKhde1j1Sni9J8j8),

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Associate Wealth Manager