Who should apply?:

Anyone who wants to build a career in Investment Advisory, Financial Planning or Wealth Management should apply.

Anyone interested in Equity or Derivatives research or Trading should NOT apply.

Job Summary:

To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls.

Responsibilities and Duties:
Client onboarding including KYC, data gathering, documentation and registration
Assist in preparation of Risk Profile, Investment Policy and Financial Plan
Setup and attend Client Meetings, Prepare meeting notes and related follow ups
Investment research, Initiate and track investment transactions
Monitoring and reporting of client reports, capital gains statement and CAS reconciliation
Track, follow up, communicate and solve client queries
Maintain working sheets, checklist and assist in SEBI RIA compliance
Perform any duties for excellent client service to ensure delivery of VALUE to the clients & customer satisfaction

Qualification:




Graduate/Postgraduate in any stream (CFP or Pursuing CFP preferred)
NISM VA requried and NISM XA /XB Certified preferred

Experience:
Minumum 6+ months of experience as intern or employee with MFD or AMC or KRA or Financial Planner or Investment Adviser
Experience of working with NRIs preferred

Key Skills:
Self starter, passionate to help clients achieve their goals
MS Excel, MS Word, MS PowerPoint

Other:
Building a career in Wealth Management requires long term commitment
Insurance advantage will start after completion of 1 year

Job Types: Full time, Permanent, Fresher

Pay: ₹15,000.00 - ₹25,000.00 per month

Perks:
Health insurance
Leave encashment
Life insurance
Paid time off

Application Question(s):
How far do you live from Shyamal Cross Roads (in km)?

License/Certification:
CFP or are you Pursuing CFP (Preferred)
NISM V-A (MFD) or X-A (IA-L1) or X-B (IA-L2) exam passed (Required)

Location:
-

📌 Wealth Executive Ahmedabad (India)
🏢 Neuron Wealth Advisors
📍 India