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
We are looking for dynamic professionals (0–5 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: 0–5 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