Investment Services - Wealth Management Fresher Job

Applications are closed for this job. Click here to browse more jobs.
Investment Services - Wealth Management

Bangalore

Start date
Starts Immediately
CTC (ANNUAL)
₹ 3,00,000 ₹ 3,00,000 /year
Experience
0-2 years
0-2 years experience
Apply By
28 May' 22
Posted 3 weeks ago
Fresher Job

About the job

Key responsibilities:

1. Scheduling & preparing for the client meeting, write minutes of meeting
2. Keeping track of client implementation plan and liaison with the execution team
3. Reporting, working on CRM management (client records, insights, opportunities, segmentation)
4. Working on investment back-office handling
5. Working on client query handling and managing follow-ups

Skill(s) required

Client Relationship Financial literacy Marketing

Other requirements

MBA - Finance/Marketing

Salary
Duration: 3 months
Salary during probation: ₹10,000 - 14,000 /month
After probation:

Annual CTC: ₹ 3,00,000 /year

Annual CTC breakup:

1. Fixed pay: ₹ 240000 /year

2. Variable pay: ₹ 60000 /year

Perks

Health Insurance

Number of openings

2

About Gaining Ground Investment Services Private Limited

Gaining Ground Investment Services Private Limited is a premier investment services company in Bangalore. We help individuals and families to plan their investments. We are a forward-looking, technology-savvy, and process-oriented organization. We offer a personalized and dynamic relationship that goes beyond conventional financial planning and investment management.

The aspirant will have one of the best learning and growing opportunities. We are passionate about making a difference in a client's life. Founders are driven to create value for all the participants - clients and employees. We are one of the few companies in Bangalore that manage assets worth more than 200 crores in mutual funds. Our approach is to guide and nurture the client's financial life as well as take care of our employees as an asset.
Activity on Internshala
Hiring since November 2019
7 opportunities posted
Sign up to continue

OR

By signing up, you agree to our Terms and Conditions.