Wealth Manager: Financial Planning

Samarth Wealth Private Limited is looking for a Wealth Manager: Financial Planning to join its team in Thane West, Mumbai. You can earn up to ₹40,000/month. 2 candidates will be hired for this role.

In the employer’s words

Candidates Should Be Good In Communication Skills. Candidates Should Have Understanding Of Mutual Funds, Insurance. Candidates Should Be Able To Cross Sell New Products To Existing Clients. They Should Maintain Good Relationship With Clients. More Than 2 Years Experience Compulsory. | Basic Excel, Advanced Excel | Skills Needed : Email

Day-to-day work

• Follow company processes and safety guidelines
• You will keep simple daily records of your work.
• Coordinate with your supervisor and team members
• Complete assigned tasks accurately and on time
• You will maintain a professional attitude with customers and colleagues.

Requirements

• At least 2 years of relevant experience
• Minimum qualification: Graduate
• Skills: Advanced Excel, Basic Excel, Email
• Good English
• More Than 2 Years Experience Compulsory.
• Basic Excel, Advanced Excel
• Skills Needed: Email
• A reliable, punctual attitude

Salary and benefits

Compensation: ₹25,000 – ₹40,000 per month.

Quick facts

• Job location: Thane West, Mumbai, Maharashtra
• Vacancies: 2
• Employment type: Full time
• Timings: 9:30 AM - 6:30 PM | Monday to Saturday
• Work type: Work from office
• Interview timings: 11:00 AM - 4:00 PM | Monday to Saturday

Interested? Apply now on BetterJobs with your resume — Samarth Wealth Private Limited reviews applications regularly.