Vinca Wealth

About the job: Key Responsibilities: 1. Understanding customer requirements: like his risk profile, financial goals, and asset allocation 2. Working on the analysis of the customer's current portfolio and advising him to sell/redeem his bad assets 3. Presenting the financial plan to the customer and helping him understand his financial goals 4. Reviewing and tracking the financial plan for the customers assigned to you 5. Managing customer relationships in terms of support from the organization and being a single point of contact to service the client 6. Creating a roadmap for the customer to achieve their financial goals 7. Need to create the content by writing articles and content for the WhatsApp community Requirements: 1. Any graduate, mutual fund V-A certification, and mutual fund knowledge 2. MBA (preferred) 3. A good and consistent education track record is mandatory 4. Proficiency in Microsoft Excel will be an added advantage Who can apply: Only those candidates can apply who: are from Bangalore only Salary: ₹ 3,00,000 - 4,00,000 /year Experience: 0 year(s) Deadline: 2025-09-27 23:59:59 Skills required: English Proficiency (Spoken) and Financial literacy About Company: We are into wealth management and financial consultancy. We distribute products like mutual funds, Insurance etc.