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Aastha Fintech Pvt. Ltd.
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Junior Wealth Management Associate in Surat, Gujarat

Junior Wealth Management Associate in Surat, Gujarat

Aastha Fintech Pvt. Ltd.

1 years

0 Lacs

Gujarat India

Posted:1 week ago| Platform:

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Skills Required

management risk schedule transactions finance analyze communication consulting

Work Mode

On-site

Job Type

Full Time

Job Description

Timings: 10:00 am to 7:00 pmOffice Address: 307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat - 395007

Job Responsibilities

Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
Schedule and conduct regular client meetings to review their financial plans, investment portfolios
Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.
Responsible to generate business and meet the monthly, quarterly, annual Business Criteria
Ensure all client interactions and transactions comply with regulatory requirements and company policies.

Required Qualifications, Capabilities, And Skills

Bachelor’s degree is required
Minimum 1 years of experience in finance field
Ability to analyze clients' financial situations, assess risk tolerance, and provide tailored financial advice and solutions.
Strong verbal and written communication skills
Passion for helping clients achieve their financial goals

About Company: Company Overview
AASTHA FINTECH PVT. LTD. is a premier Wealth Management and Financial Consulting company based in Surat, Gujarat. With a focus on personalized financial services and comprehensive wealth management solutions, we cater to a diverse range of clients across major wealth and asset classes. Our 360 approach ensures end-to-end wealth and risk management solutions for our valued clients.

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Junior Wealth Management Associate in Surat, Gujarat