Position: Wealth Manager

Experience: 2-3 Yrs.

Package: Up to 6 LPA

Location: Patel Nagar, Delhi

About the Role:

As a Wealth Manager, you will work closely with our advisory team to support client relationship

management, financial planning, and investment strategy execution. This opportunity provides hands-on

experience in financial markets, portfolio analysis, and client servicing within a professional wealth

management environment.

Key Responsibilities:

- Assist in preparing investment proposals, portfolio summaries, and financial plans for clients.
- Conduct research on market trends, mutual funds, equities, and other investment instruments.
- Support relationship managers in client onboarding, documentation, and account management.
- Update and maintain client data, investment records, and CRM systems.
- Participate in meetings and help create presentations or reports for client reviews.
- Analyze financial statements and assist in risk profiling of clients.




- Coordinate with cross-functional teams for seamless client servicing.
- Stay updated on current market news, regulatory changes, and financial products.

Qualifications & Skills:

- PG/UG degree in Finance, Commerce, Economics, or Business Administration.
- Strong analytical and numerical ability.
- Proficiency in MS Excel, PowerPoint, and basic financial modeling.
- Good communication and presentation skills.
- Detail-oriented, eager to learn, and proactive in approach.

What You’ll Gain:

- Exposure to real-world wealth management practices and client engagement.
- Mentorship from experienced financial advisors.
- Opportunity to understand investment products, portfolio diversification, and financial planning.

Pay: ₹360,000.00 - ₹600,000.00 per year

Advantages:

- Cell phone reimbursement
- Internet reimbursement
- Provident Fund

Work Location: In person

📌 Wealth Manager (Delhi)
🏢 BiggPocket
📍 Delhi