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Posted:23 hours ago| Platform: Linkedin logo

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Job Type

Full Time

Job Description


Location—Mumbai, Bangalore, Noida, Kolkata


❖ Designation: Wealth Manager

❖ Training Bond: 1 Year

❖ Experience: 0-2 years

Roles and Responsibilities:

❖ Design goal-based investment strategy plans

❖ Execute financial planning for clients

❖ Review, research, and recommend financial products

❖ Assist in fund analysis

❖ Develop content and presentations (PPT) for online webinars

❖ Proactive with strong analytical skills

❖ Excellent communication skills are required

❖ Implement client financial plans and rebalancing strategies

❖ Regularly email clients and curate content for emails

❖ Contact leads, and nurture them through calls


Candidate Profile:

❖ Graduate in any discipline although a Commerce background is preferred

❖ Good English communication skills; and knowledge of any other language will be an

added advantage

❖ Preferably 0-2 years of experience.

❖ Seeking individuals motivated to learn and develop into financial planners or sales

managers

❖ Certification in the finance domain would be advantageous

❖ This role involves sales; no backend responsibilities

❖ Successful candidates will sign a one-year bond with the organization


What We Will Offer:

❖ Excellent and conducive work environment

❖ A platform for learning, growth, and well-defined career progression

❖ Salary will be commensurate with the candidate's potential and experience

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