Wealth Manager

The job is located in Mumbai. As a part of this role, you will be expected to meet monthly goals and targets based on the Key Result Areas (KRA) defined for the position. You will be responsible for developing new and nurturing existing relationships with clients. It is essential to maintain a good level of knowledge about the company's systems and the regulatory environment. Your focus will be on business development across assets and fees to sustain and achieve growth in relationship value and revenues. The ideal candidate should have a minimum of 2 years of experience in investments, particularly in mutual funds or equity, with banks or brokers. A Master of Business Administration (MBA) degree or Certified Financial Planner (CFP) certification is required for this role. Freshers with a strong understanding of investment products such as Mutual Funds and Equity are also welcome to apply. The maximum age limit for this position is 30 years. The compensation package includes a Salary along with Monthly Incentives and Employee Stock Ownership Plans (ESOPs). To apply for this position, please send your CV to the following email address: Email: hr@moneyfrog.in Contact: +91 9004675553,