Broad Roles: Client Servicing , Market research & analysis of financial products ,Presentations, assisting founder, Financial Modelling and analysis, Portfolio review of the clients. People who are passionate for finance should apply. Rest refrain
Broad Roles: Client Servicing , Market research & analysis of financial products ,Presentations, assisting founder, Financial Modelling and analysis, Portfolio review of the clients. People who are passionate for finance should apply. Rest refrain
Company Description Swatantra Wealth focuses on assisting clients in defining and achieving their financial objectives by investing in different assets. Our services cater to a diverse clientele and ensure tailored financial solutions. We emphasize security and returns, aiming to enhance our clients' wealth efficiently. Role Description This is a full-time on-site role located in Ahmedabad for a Wealth Management Operations professional. The individual will be responsible for day-to-day financial operations like mutual fund trades, onboarding, managing KYC for the clients, co-ordination with different AMCs etc. The role involves significant client interaction to service them. Note: Not looking for a great CV, but looking for strong intent. Freshers with strong intent can also apply.