Company Description Wallet4Wealth, wholly owned by Wallet Finserve Pvt Ltd., brings happiness by providing unbiased, incidental advisory and wealth management for individuals and corporate clients. We strive to deliver prosperity to every client and stakeholder. Our dedicated team ensures comprehensive financial solutions tailored to meet each client's unique needs. Role Description This is a full-time on-site role for an Assistant Relationship Manager located in Lucknow. The Assistant Relationship Manager will be responsible for managing client relationships, assisting in financial planning, conducting market research, and providing support to senior relationship managers. Day-to-day tasks include client meetings, preparing financial reports, maintaining client records, and ensuring customer satisfaction through timely service and support. Qualifications Client Relationship Management and Customer Service skills Experience in Financial Planning and Advisory Market Research and Analysis skills Excellent written and verbal communication skills Proficiency in Microsoft Office and financial software tools Ability to work independently and as part of a team Attention to detail and strong organizational skills Bachelor's degree in any Stream Experience in the financial services industry is a plus Note Freshers can Apply Show more Show less
Financial services and Wealth Management Show more Show less
Company Description Wallet4Wealth, a subsidiary of Wallet Finserve Pvt Ltd, is dedicated to providing unbiased financial advisory services and comprehensive wealth management solutions for individuals and corporations. Focused on client success, Wallet4Wealth prioritizes delivering prosperity and satisfaction to clients and stakeholders. We are committed to bringing happiness and achieving financial excellence for those we serve. Role Description This is a full-time on-site role located in Odisha, India. The selected candidate will be responsible for performing day-to-day tasks that align with wealth management and financial advisory services. Duties will include providing strategic financial planning, analyzing market trends, developing personalized solutions for clients, and maintaining long-term relationships with stakeholders. Qualifications Proficiency in Financial Analysis, Wealth Management, and Investment Planning Strong communication, Negotiation, and Client Relationship Management skills Ability to conduct Market Research and create Strategic Financial Solutions Organizational and Analytical Skills with attention to detail Relevant certifications or professional qualifications in Finance or Wealth Management are preferred Bachelor's degree in Finance, Economics, Business Administration, or a related field Experience in the financial services or wealth advisory industry is advantageous Ability to work effectively in a collaborative, team-oriented environment