Company: WealthBees (a brand of Cadence Finserve Pvt. Ltd., AMFI Registered) Location: Lucknow Employment type: Full time, 6-month Management Trainee programme with a defined pathway to Assistant Manager Reports to: Senior Wealth Manager / Senior Advisor

About WealthBeesWealthBees is a personalised financial services firm based in Lucknow, committed to keeping the client first. Driven by technology but rooted in trust and integrity, we believe everyone should be empowered to make the best possible financial decisions and make their money work for them. Our services span financial planning, wealth management, taxation, estate planning, loans and insurance, supported by the WealthBees app that puts a client's portfolio in their pocket.

About the RoleWe are hiring Management Trainees for a 6-month programme that combines finance, sales and marketing. You will work directly alongside the Senior Wealth Manager, learn how a wealth management business is run end to end, and handle real clients under guidance. On successful completion,



high performers will be considered for the role of Assistant Manager at WealthBees.

Key Responsibilities
Client Handling & Wealth Management• Assist the Senior Advisor in managing relationships with individual clients.
• Help prepare financial plans, portfolio reviews and investment recommendations across mutual funds, SIFs, equity holdings and other products.
• Support clients with onboarding, documentation, transactions, SIPs, redemptions and regular portfolio updates.
• Respond to client queries promptly and build long-term trust.

Sales & Business Development• Identify, approach and convert prospective clients through referrals, networking, events and digital channels.
• Conduct introductory meetings and present WealthBees' services under supervision.
• Maintain a lead pipeline and follow up consistently.
• Contribute ideas and execution towards expanding the business, including new client segments and partnerships.

Marketing• Support

📌 Management Trainee (Lucknow)
🏢 WealthBees
📍 Lucknow