Wealth Manager
8 hours ago
About the Company: -
Our client is a leading financial services organization, recognized for excellence in financial advisory,
consultancy, and wealth management solutions. With strong expertise across Mutual Funds,
Portfolio Management, Insurance, Equities, and Loans, they serve as a trusted partner for clients in
achieving long-term financial growth.
Roles & Responsibilities: -
- Build and maintain strong client relationships by understanding their financial needs.
- Provide advisory on investment products including Mutual Funds, PMS, Insurance, Equities, and Loans.
- Manage client portfolios with a focus on achieving financial goals and wealth creation.
- Acquire new clients through effective networking and business development strategies.
- Ensure excellent customer service and timely resolution of client queries.
- Keep track of market trends and recommend investment opportunities.
Desired Candidate Profile
- Minimum 2 year of experience in wealth management, relationship management, or financial advisory.
- MBA/PGDBM Freshers with a passion for finance and client relationship may also apply.
- Strong communication, interpersonal, and analytical skills.
- Knowledge of financial products and investment planning is preferred.
- Goal-oriented, self-motivated, and eager to grow in the financial services industry.
Interested candidate can connect us on
Thank You
Job Type: Full-time
Pay: ₹300, ₹500,000.00 per year
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