Wealth Executive

1 week ago

Satellite Ahmedabad Gujarat, India Neuron Wealth Advisors LLP Full time

**Who should apply?**:
Anyone who is interested in Mutual Fund, Financial Planning, Wealth Management and/or working as a SEBI Registered Investment Adviser

**Job Summary**:
The job is related to Mutual Fund, Investments advisory, Financial Planning, and Wealth Management. There is NO SALES or TARGET or CALLING, but only managing and retaining acquired relationships, mainly NRIs and HNIs.

**Responsibilities and Duties**:

- Co-ordinate with clients for data gathering, documentation, query and support
- Properly maintain and manage Client data, records and communications with clients
- Client onboarding, completing KYC requirements, and related follow up
- Prepare Risk Profile, financial plan and execute transactions, etc. under guidance
- Track, follow up, communicate and solve client queries, prepare client reports
- NRI and GIFT city investment support
- Visit client places as required for better client relationship
- Maintain working sheets and checklist
- Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction

**Experience**:
0-2 years

**Key Skills**:

- Self starter, passionate to help clients achieve their goals
- MS Excel, MS Word, MS PowerPoint, Analytical mind and research skills
- General Financial concepts, Common sense Financial acumen

**Job Types**: Full-time, Permanent

**Salary**: ₹10,000.00 - ₹20,000.00 per month

**Benefits**:

- Health insurance
- Leave encashment
- Life insurance
- Paid time off

Schedule:

- Day shift

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (preferred)

Ability to Commute:

- Satellite, Ahmedabad, Gujarat (required)

Work Location: In person

**Speak with the employer**

+91 9099942576

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