Job highlights

- . Graduate . Post Graduate . Other
- . Bachelors degree is required .
- Required qualifications,capabilities,and skills

Sales Manager Team Leader Corporate Trainer Technical Analyst Commodity Dealer Assistant Wealth Manager Customer Relationship Manager Tele-Caler HR

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Graduate Post Graduate Other

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Wealth Manager OPEN Know More

of Wealth Manager Position

- Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
- Schedule and conduct regular client meetings to review their financial plans, investment portfolios
- Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.
- Responsible to generate business and meet the monthly, quarterly, annual Business Criteria




- Ensure all client interactions and transactions comply with regulatory requirements and company policies.

Required qualifications, capabilities, and skills
- Bachelors degree is required
- Minimum 2-5 years of experience in finance field
- Ability to analyze clients financial situations, assess risk tolerance, and provide tailored financial advice and solutions.
- Robust verbal and written communication skills
- Passion for helping clients achieve their financial goals

Applying For Equity Advisor Wealth Manager Sales Manager Team Leader Corporate Trainer Technical Analyst Commodity Dealer Assistant Wealth Manager Customer Relationship Manager Tele-Caler HR

Name

Email

Mobile

Current Location

Date Of Birth

Education

Graduate Post Graduate Other

Current CTC

Expected CTC

Notice Period

Message (Optional)

Upload Resume*

Sales Manager OPEN Know More

📌 Sales Manager (Someshwar)
🏢 Aastha Fintech
📍 Someshwar