Wealth Manager

As a Wealth Manager, you will be responsible for designing goal-based investment strategy plans and executing financial planning for clients. Your role will involve reviewing, researching, and recommending financial products, as well as assisting in fund analysis. Additionally, you will develop content and presentations (PPT) for online webinars, demonstrating a proactive approach and strong analytical skills. You must possess excellent communication skills to effectively implement client financial plans and rebalancing strategies. Regularly emailing clients and curating content for emails will be part of your responsibilities. Moreover, you will be required to contact leads and nurture them through calls, showcasing your ability to engage with potential clients. To qualify for this role, you should be a graduate in any discipline, with a preference for a Commerce background. Good English communication skills are essential, and knowledge of any other language would be advantageous. Ideally, you should have 0-2 years of experience and be motivated to learn and develop into financial planners or sales managers. A certification in the finance domain would be an added advantage. It is important to note that this position primarily involves sales responsibilities with no backend tasks. Successful candidates will be expected to sign a one-year bond with the organization. In return, we offer an excellent and conducive work environment, providing a platform for learning, growth, and well-defined career progression. The salary offered will be commensurate with your potential and experience.,