As a Wealth Manager, you will work closely with our advisory team to support client relationship management, financial planning, and investment strategy execution. This chance provides hands-on experience in financial markets, portfolio analysis, and client servicing within a skilled wealth management workplace.

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.

Pay: ₹240,000.00 - ₹600,000.00 per year

Work Location: In person

📌 Associate Wealth Manager Patel Nagar
🏢 BiggPocket
📍 Patel Nagar