Posted:21 hours ago|
Platform:
On-site
Full Time
LocationâMumbai, Bangalore, Noida, Kolkata
â Designation: Wealth Manager
â Training Bond: 1 Year
â Experience: 0-2 years
Roles and Responsibilities:
â Design goal-based investment strategy plans
â Execute financial planning for clients
â Review, research, and recommend financial products
â Assist in fund analysis
â Develop content and presentations (PPT) for online webinars
â Proactive with strong analytical skills
â Excellent communication skills are required
â Implement client financial plans and rebalancing strategies
â Regularly email clients and curate content for emails
â Contact leads, and nurture them through calls
Candidate Profile:
â Graduate in any discipline although a Commerce background is preferred
â Good English communication skills; and knowledge of any other language will be an
added advantage
â Preferably 0-2 years of experience.
â Seeking individuals motivated to learn and develop into financial planners or sales
managers
â Certification in the finance domain would be advantageous
â This role involves sales; no backend responsibilities
â Successful candidates will sign a one-year bond with the organization
What We Will Offer:
â Excellent and conducive work environment
â A platform for learning, growth, and well-defined career progression
â Salary will be commensurate with the candidate's potential and experience
Fincart Financial Planners
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