Wealth Relationship Managers and Playing Captains (Across South India)

Job Description

Company Description FundsIndia is a leading investment platform in India with nearly Rs. 16,000 crores invested by over 27 lakh investors. The company is focused on providing sophisticated investment advice to all individuals and has received numerous awards for its growth and innovation. FundsIndia is on a mission to inspire and empower a new generation of investors by re-architecting the investment industry. Role Description This is a full-time on-site Private Wealth Management role for Wealth Relationship Managers and Playing Captains in South India. The role involves managing and nurturing relationships with clients, providing investment advice, strategizing wealth management solutions, and leading team initiatives to achieve financial goals. Qualifications Strong interpersonal and relationship management skills Financial planning and investment management expertise Ability to analyze and interpret financial data Excellent communication and presentation skills Knowledge of mutual funds, stocks, and other investment products Experience in sales, wealth management, or financial advisory roles Professional certifications like CFP, CFA, or NISM Bachelor's or Master's degree in Finance, Business, Economics, or related field Show more Show less