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Wealth Manager Job in Delhi at InvestCare
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Wealth Manager

InvestCare

Delhi

Start date
Starts Immediately
CTC (ANNUAL)
₹ 2,00,000 - 3,00,000 ₹ 2,00,000 - 3,00,000 /year
Experience
0-2 years
0-2 years experience
Apply By
14 Oct' 23
Posted 3 weeks ago
Job
34 applicants
About InvestCare
Website
We are working as a wealth advisory firm, especially in mutual funds and other financial services. Apart from goal planning, we offer financial planning, etc.
Activity on Internshala
Hiring since September 2021
13 opportunities posted
1 candidate hired
About the job
Key responsibilities:

1. Manage relationships of an existing portfolio of clients to up-sell and cross-sell various advisory products with the main focus on acquiring new customers
2. Handle and manage clients for all sorts of investment needs
3. Generating cross-sell revenue and doing 360-degree financial planning by wealth management
Skill(s) required
Salesforce
Earn certifications in these skills
Learn Business Communication
Learn Financial modeling valuation
Learn Personal Finance
Who can apply

1. Those who are from or open to relocate to Delhi and neighboring cities

Salary
Duration: 4 months
Salary during probation: ₹15,000 - 25,000 /month
After probation:

Annual CTC: ₹ 2,00,000 - 3,00,000 /year

Number of openings
4

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