About the role
In this role, you will assist financial advisors in managing client portfolios, conducting market research, and preparing investment proposals. You will be responsible for building relationships with clients and ensuring their financial needs are met. The ideal candidate will have a background in finance and strong interpersonal skills. This is an excellent opportunity for those passionate about helping clients secure their financial futures while working in a collaborative and rewarding environment.
What you'll do
- Assist in managing client investment portfolios.
- Conduct market research and analyze investment options.
- Prepare and present investment proposals.
- Build and maintain client relationships.
What you'll need
- Bachelor's degree in finance, economics, or a related field.
- 2-5 years of experience in wealth management.
- Strong understanding of investment products.
Skills
Strong analytical and communication skills.
Proficiency in financial analysis tools.
Ability to work collaboratively.
Good to have
Certifications in financial planning.
Experience with client management software.
Benefits
- Performance-based bonuses.
- Comprehensive health insurance.
- Professional development opportunities.
Interested in this role?
It takes about two minutes. Free to apply — BFSI Jobs never asks candidates for money.
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Questions about this job
What are the main responsibilities of this position?
You will assist in managing client portfolios, conduct market research, and prepare investment proposals.
Is this a hybrid work arrangement?
Yes, this position offers a hybrid work model.
What qualifications are needed for this role?
A degree in finance or a related field with relevant experience is preferred.
What is the salary range for this role?
The salary ranges from INR 45,000 to INR 80,000 per month.
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