Position: Wealth Manager
Location: Patel Nagar, New Delhi
Experience: 2-3 Yrs
About the Role:
As a Wealth Manager, you will work closely with our advisory team to support client relationship management, financial planning, and investment strategy execution. This opportunity provides hands-on experience in financial markets, portfolio analysis, and client servicing within a professional wealth management environment.
Key Responsibilities:
· Assist in preparing investment proposals, portfolio summaries, and financial plans for clients.
· Conduct research on market trends, mutual funds, equities, and other investment instruments.
· Support relationship managers in client onboarding, documentation, and account management.
· Update and maintain client data, investment records, and CRM systems.
· Participate in meetings and help create presentations or reports for client reviews.
· Analyze financial statements and assist in risk profiling of clients.
· Coordinate with cross-functional teams for seamless client servicing.
· Stay updated on current market news, regulatory changes, and financial products.
Qualifications & Skills:
· PG/UG degree in Finance, Commerce, Economics, or Business Administration.
· Strong analytical and numerical ability.
· Proficiency in MS Excel, PowerPoint, and basic financial modeling.
· Good communication and presentation skills.
· Detail-oriented, eager to learn, and proactive in approach.
What You’ll Gain:
· Exposure to real-world wealth management practices and client engagement.
· Mentorship from experienced financial advisors.
· Opportunity to understand investment products, portfolio diversification, and financial planning.
Pay: ₹200,000.00 - ₹400,000.00 per year
Benefits:
- Cell phone reimbursement
- Internet reimbursement
- Provident Fund
Work Location: In person
