Investment Services - Wealth Management Job in Bangalore at Gaining Ground Investment Services Private Limited
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Investment Services - Wealth Management

Bangalore

Start date
Starts Immediately
CTC
3 LPA
Apply By
28 May' 22
Fresher Job
Fresher Job
About Gaining Ground Investment Services Private Limited
Gaining Ground Investment Services Private Limited is a wealth management firm serving individuals and families. We offer a personalized and dynamic relationship that goes beyond conventional financial planning and investment management.
Activity on Internshala
Hiring since November 2019
4 opportunities posted
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 Sales and Marketing
Who can apply

1. MBA - Finance/Marketing

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

Annual CTC: 3 LPA

Annual CTC breakup:

1. Fixed pay: 2.4 LPA

2. Variable pay: 0.6 LPA

Perks
Health Insurance
Number of openings
2