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1 Fincart Finvest Wealth Manager Job
Wealth Manager (Virtual Advisory Sales) - Can Speak in Hindi & English
0-1 years
₹ 3 - 4L/yr
Bangalore / Bengaluru
5 vacancies
Wealth Manager (Virtual Advisory Sales) - Can Speak in Hindi & English
Fincart Finvest
posted 7hr ago
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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 hr@fincart.com
Employment Type: Full Time, Permanent
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Wealth Manager (Virtual Advisory Sales) - Can Speak in Hindi & English
0-1 Yrs
₹ 3 - 4L/yr
Bangalore / Bengaluru
