Wealth Executive

5 months ago

Ahmedabad Gujarat, India Arihant Capital Markets Ltd Full time

Job Title: Wealth Executive

Company: Arihant Capital Market Limited

Location: Ahmedabad, India

Salary Range: ₹15,000 to ₹25,000 per month

Contact Person: Ashish Mishra

Contact Information:
Phone: 810861922

**Job Description**:
Arihant Capital Market Limited, a prominent financial services provider, is currently seeking a dedicated and proactive Wealth Executive to join our team in Ahmedabad. The Wealth Executive will play a crucial role in supporting the Wealth Management team by providing administrative and operational assistance.

**Responsibilities**:
❖ Assist Wealth Executive in maintaining and servicing client relationships.

❖ Handle administrative tasks related to client accounts, including documentation and record-keeping.

❖ Coordinate with internal teams to ensure timely execution of client transactions.

❖ Respond to client inquiries and provide basic information on investment products and services.

❖ Assist in the preparation of client reports and presentations.

❖ Stay informed about market trends and financial products to effectively support Wealth Managers.

❖ Collaborate with the sales and marketing teams to enhance client engagement.

Qualifications and Requirements:
❖ Bachelor's degree in Finance, Business, or a related field.

❖ Basic understanding of financial markets and investment products.

❖ Strong organizational and multitasking abilities.

❖ Excellent communication and interpersonal skills.

❖ Attention to detail and accuracy in handling documentation.

❖ Ability to work collaboratively in a team-oriented environment.

❖ Previous experience or internships in the financial services industry is a plus.

How to Apply:
**Location**:
The position is based in Ahmedabad.

Note:
Salary is negotiable based on experience and qualifications.

**Salary**: ₹15,000.00 - ₹25,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

**Experience**:

- wealth executive: 1 year (required)

Ability to Commute:

- Ahmedabad, Gujarat (required)

Ability to Relocate:

- Ahmedabad, Gujarat: Relocate before starting work (required)

Work Location: In person

**Speak with the employer**

+91 8160237386

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