Job Title

JOB DESCRIPTION—WEALTH MANAGER Location—Mumbai, Bangalore, Noida, Kolkata ❖ Designation: Wealth Manager ❖ Training Bond: 1 Year ❖ Experience: 0-2 years Roles and Responsibilities: ❖ Design goal-based investment strategy plans ❖ Execute financial planning for clients ❖ Review, research, and recommend financial products ❖ Assist in fund analysis ❖ Develop content and presentations (PPT) for online webinars ❖ Proactive with strong analytical skills ❖ Excellent communication skills are required ❖ Implement client financial plans and rebalancing strategies ❖ Regularly email clients and curate content for emails ❖ Contact leads, and nurture them through calls Candidate Profile: ❖ Graduate in any discipline although a Commerce background is preferred ❖ Good English communication skills; and knowledge of any other language will be an added advantage ❖ Preferably 0-2 years of experience. ❖ Seeking individuals motivated to learn and develop into financial planners or sales managers ❖ Certification in the finance domain would be advantageous ❖ This role involves sales; no backend responsibilities ❖ Successful candidates will sign a one-year bond with the organization What We Will Offer: ❖ Excellent and conducive work environment ❖ A platform for learning, growth, and well-defined career progression ❖ Salary will be commensurate with the candidate's potential and experience