Wealth Manager

Are you a Wealth Manager looking for a new opportunity to drive business growth and offer premium financial guidance We are looking for dynamic individuals with a strong background in wealth management and investment advisory to join our team.

What You'll Do:

- Lead Qualification: Engage and assess potential clients for suitability, driving webinar registrations.

- Client Advisory: Offer expert financial guidance through one-on-one sessions, tailoring investment strategies for each client.

- Client Relationship Management: Maintain and grow relationships with high-profile clients, ensuring satisfaction and proactive service.

- Collaboration: Work closely with the Financial Operations team to manage client investments and create customized portfolios.

What We Offer:

- Salary: Competitive package up to 12 LPA.

- Work Days: 5-day work week, Monday to Friday.

- Working Hours: Standard working hours from 9 AM to 6 PM.

- Location: Positions available in Mumbai and Bengaluru.

Requirements:

- Bachelor's degree in Finance, Economics, or related fields. Relevant certifications like CFP are preferred.

- 2+ years of proven experience in wealth management or financial advisory.

- Strong communication skills and a passion for building long-term client relationships.

Join us and be a part of an exciting, growth-driven journey with some of the smartest minds in fintech. Apply today!