Sales Executive

5 days ago

Patna, Bihar, India R Patel Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Company Description

R Patel Wealth, established in 1990, is a distinguished and enduring Mutual Fund Distribution Firm. We focus on instilling a culture of saving and fostering wealth through consistent and long-term investments. Our goal is to simplify the intricacies of investing, making it accessible and comprehensible for everyone. Our team of seasoned professionals provides impartial, tailored guidance to meet the unique needs of each client, supported by a diligent client service team ensuring seamless administration and timely, accurate information.

Role Description

This is a full-time on-site role located in Gola for a Wealth Manager. The Wealth Manager will be responsible for developing comprehensive financial plans, managing investments, providing finance-related guidance, and offering insurance advice. Daily tasks include assessing clients' financial needs, offering personalized investment strategies, maintaining up-to-date knowledge on financial products, and ensuring prompt and accurate client service.

Qualifications

  • Financial Planning, Investment Management, and Investments skills
  • Finance and Insurance skills
  • Strong analytical and decision-making abilities
  • Excellent interpersonal and communication skills
  • Bachelor's degree in Finance, Economics, or a related field
  • Relevant certifications such as CFP or CFA are a plus
  • Proven experience in wealth management or a related field

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