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Aastha Fincorp Advisor
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Wealth Manager

Wealth Manager

Aastha Fincorp Advisor

2 - 5 years

5 - 8 Lacs

Someshwar Pune Surat Bengaluru

Posted:7 months ago| Platform:

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Skills Required

regulatory investment banking investment advisory investment written communication portfolio investment portfolio client meeting client interaction portfolio management wealth management mutual funds finance communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance. Schedule and conduct regular client meetings to review their financial plans, investment portfolios Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed. Responsible to generate business and meet the monthly, quarterly, annual Business Criteria Ensure all client interactions and transactions comply with regulatory requirements and company policies. Required qualifications, capabilities, and skills Bachelors degree is required Minimum 2-5 years of experience in finance field Ability to analyze clients financial situations, assess risk tolerance, and provide tailored financial advice and solutions. Strong verbal and written communication skills Passion for helping clients achieve their financial goals

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Wealth Manager