Posted:3 months ago|
Platform:
On-site
Full Time
We are looking for dynamic professionals (0–10 years of experience) passionate about wealth management, client advisory, and investment sales. As a Financial Services Associate, you’ll help clients with DEMAT account setup, Mutual Funds, SIPs, Insurance, and Pre-IPO Investments.
Desired Skills & Experience
Experience: 0–10 years (freshers and experienced professionals welcome)
Strong Communication & Client Handling Skills
Understanding of Financial Products: Mutual Funds, Insurance, Equity, Pre-IPO shares
Sales & Relationship Management mindset
CRM familiarity & documentation accuracy
Self-driven, professional, and result-oriented
SAA Financial Services
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