Financial Associate-Demat & Wealth Management

0 - 4 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Financial Associate specializing in Demat & Wealth Management at Mint Capital, you will play a crucial role in assisting clients with various financial services. Your primary responsibilities will include: - Assisting clients with Demat account opening, KYC compliance, and providing trading support. - Offering market insights and investment guidance on a wide range of products including SIPs, Mutual Funds, Bonds, IPOs, ULIPs, and Lumpsum Funds. - Advising clients on Life & Health Insurance solutions to cater to their specific needs. - Supporting clients in portfolio building and wealth creation strategies. - Managing client queries, maintaining follow-ups, and fostering strong relationships. - Achieving sales targets while upholding compliance standards and professionalism. To excel in this role at Mint Capital, we are looking for individuals who possess the following qualities: - Strong interest and knowledge in the stock market and investment products. - Excellent communication skills and the ability to handle clients effectively. - A sales-oriented mindset coupled with analytical thinking capabilities. - Previous experience in broking, financial advisory, wealth management, or insurance sales is advantageous. - Possession of relevant certifications such as NISM, IRDAI, or AMFI would be an added advantage. In addition to a competitive compensation package, as a part of Mint Capital, you can look forward to the following perks and benefits: - Lucrative incentives offered at every level. - Travel benefits and food coupons to enhance your overall experience. - Sponsorship for relevant certifications to support your professional growth. - Fast-track career advancement opportunities within the organization. Join Mint Capital today by sending your CV to hr@mintcapitalindia.com and embark on a journey towards building successful financial futures together. For further inquiries, you can contact us at 8602224967 or 8817955277.,

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