Add office photos
All Filters
8 Elite Wealth Advisors Jobs
Management Trainee-CA Inter/CMS Inter
0-2 years
₹ 3 - 3.5L/yr
Noida, New Delhi
1 vacancy
Management Trainee-CA Inter/CMS Inter
Elite Wealth Advisors
posted 30d ago
Job Role Insights
Fixed timing
Key skills for the job
Job Description
Role & responsibilities
- To understand the financial need of the clients and to provide them financial products to meet their financial needs.
- To handle wealth advisory by evaluating the risk appetitive of the client.
- Responsible for client management and new client onboarding.
- To manage the client retention through catering to client satisfaction.
Preferred candidate profile
- CA Inter or CMA Inter
- Must be Graduate (B.Com/BBA)
Perks and benefits
Employment Type: Full Time, Permanent
Read full job descriptionPrepare for Management Trainee roles with real interview advice
People are getting interviews at Elite Wealth Advisors through
People are getting interviews through
(based on 3 Elite Wealth Advisors interviews) What people at Elite Wealth Advisors are saying
Management Trainee salary at Elite Wealth Advisors
What Elite Wealth Advisors employees are saying about work life
Elite Wealth Advisors Benefits
Education Assistance 
Job Training 
Soft Skill Training 
Team Outings 
Health Insurance 
Compare Elite Wealth Advisors with
Kotak Securities
HDFC Securities
ICICI Securities
Motilal Oswal Financial Services
Sharekhan
Angel One
Edelweiss
Axis Direct
Reliance Securities
IIFL Securities
Stock Holding Corporation of India
IQ BackOffice
Manappuram Home Finance
PC Financial Services
Advantage One Tax Consulting
Niyo Solutions
Interactive Brokers
Sumitomo Mitsui Banking Corporation
Preqin
NASDAQ
![Anand Rathi Global Finance Ltd. [Formerly - Rathi Global Finance Ltd.] logo](https://static.ambitionbox.com/alpha/company/photos/logos/anand-rathi-global-finance.jpg)
