0 - 4 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be joining Fincart as a Wealth Manager, where you will represent the company and assist clients in planning, investing, and achieving their financial goals. As a Wealth Manager, your responsibilities will include: - Connecting with clients to understand their financial goals. - Providing virtual financial advisory through calls & digital platforms. - Developing tailored investment solutions. - Supporting clients throughout their wealth journey, from planning to execution. - Working closely with senior advisors on financial strategies. - Staying updated on market trends & investment products. - Conducting webinars to educate and engage potential clients. - Building long-term, trust-based client relationships. To be eligible for this role, you should be a fresh Postgraduate in the Finance stream with a minimum of 60% throughout academics. Additionally, you should possess excellent communication & relationship-building skills, a strong sales orientation, problem-solving ability, be tech-savvy, proactive, and adaptable. Having certifications like NISM / CFP will be a plus. Joining Fincart will provide you with the opportunity to make a real impact on clients' financial lives, clear and structured career growth from Wealth Manager to Senior roles, learning directly from industry leaders, performance-driven rewards & incentives, and a supportive, purpose-driven, high-growth work culture. At Fincart, you will not just start a job, but begin a purpose-driven journey of growth, impact, and success. If you are interested in this opportunity, please share your CV at hr@fincart.com. You will be joining Fincart as a Wealth Manager, where you will represent the company and assist clients in planning, investing, and achieving their financial goals. As a Wealth Manager, your responsibilities will include: - Connecting with clients to understand their financial goals. - Providing virtual financial advisory through calls & digital platforms. - Developing tailored investment solutions. - Supporting clients throughout their wealth journey, from planning to execution. - Working closely with senior advisors on financial strategies. - Staying updated on market trends & investment products. - Conducting webinars to educate and engage potential clients. - Building long-term, trust-based client relationships. To be eligible for this role, you should be a fresh Postgraduate in the Finance stream with a minimum of 60% throughout academics. Additionally, you should possess excellent communication & relationship-building skills, a strong sales orientation, problem-solving ability, be tech-savvy, proactive, and adaptable. Having certifications like NISM / CFP will be a plus. Joining Fincart will provide you with the opportunity to make a real impact on clients' financial lives, clear and structured career growth from Wealth Manager to Senior roles, learning directly from industry leaders, performance-driven rewards & incentives, and a supportive, purpose-driven, high-growth work culture. At Fincart, you will not just start a job, but begin a purpose-driven journey of growth, impact, and success. If you are interested in this opportunity, please share your CV at hr@fincart.com.

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