Wealth Manager Job in Delhi at InvestCare
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Wealth Manager



Start date
Starts Immediately
₹ 2,00,000 - 3,00,000 ₹ 2,00,000 - 3,00,000 /year
0-2 years
0-2 years experience
Apply By
14 Oct' 23
Posted 3 weeks ago
About InvestCare
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
Who can apply

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

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

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