Job description
Roles and Responsibilities
1. Design goal-based investment strategy plans.
2. Execute Financial Planning for clients.
3. Review/ Research and Recommend Financial products
4. Help in analyzing funds.
5. Help in creating content and PPT for online webinars.
6. Must be proactive and have analytical skills.
7. Should have good communication skills.
8. Implementation of Client Financial Plans and rebalancing strategies.
9. Emailing clients on a weekly basis and curating content for emails.
10. Alling clients from leads and nurturing them by calling



*Interested candidates can share their resume at [email protected]

Role: Wealth Manager
Industry Type: Financial Services
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Trading, Asset & Wealth Management

Education
UG: B.Com in Commerce, B.B.A/ B.M.S in Management, B.A in Economics
PG: CA in Any Specialization, ICWA (CMA) in Any Specialization, PG Diploma in Any Specialization, MCA in Any Specialization, MS/M.Sc(Science) in Maths, MBA/PGDM in Finance, M.Com in Commerce, M.Ch in Any Specialization

Key Skills
Wealth Management Mutual Funds Portfolio ManagementB2C Sales Insurance Amfi NISM Sales IRDAPMS Investment Advisory Financial Advisory