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Junior Wealth Management Executive

Junior Wealth Management Executive

InvestCare

1 - 5 years

0 Lacs

delhi

Posted:1 week ago| Platform: Shine logo

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Skills Required

financial planning customer acquisition corporates upselling equity commodity mutual funds insurance tax planning equity capital markets wealth portfolio management investment management framework engagements hnis family offices aums fo capital markets

Work Mode

On-site

Job Type

Full Time

Job Description

As a Wealth Management Consultant at our firm, you will be responsible for working on equity & capital markets, wealth and portfolio management, financial planning, and Investment management framework. Your role will involve participating in activities for comprehensive customer acquisition & engagements, targeting investors, HNIs, family offices, and corporates. You will be expected to upsell our entire range of wealth management products and services, with the goal of creating, generating, and aggregating large Assets Under Management (AUM) under your individual capacity. In this position, you will need to have a strong understanding of equity, commodity, and F&O capital markets, as well as mutual funds and insurance for tax planning purposes. Your expertise in these areas will be crucial in providing valuable insights and guidance to our clients. About Company: We are a wealth advisory firm specializing in mutual funds and other financial services. In addition to goal planning, we offer comprehensive financial planning services to our clients, helping them secure their financial futures.,

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Junior Wealth Management Executive