About the role
In this role, you will provide expert financial planning and investment advice to clients, helping them achieve their financial goals. You will be responsible for managing client portfolios and building long-lasting relationships through trust and transparency. This position is ideal for motivated individuals with a strong sales background and a passion for finance. Our client offers a collaborative environment and opportunities for career growth and development.
What you'll do
- Manage client portfolios and investment strategies.
- Provide financial planning and investment advice.
- Build and maintain client relationships.
What you'll need
- Bachelor's degree in finance, business, or related field.
- 2-5 years of experience in wealth management.
- Strong communication and interpersonal skills.
Skills
Financial analysis
Sales skills
Client relationship management
Good to have
Certified Financial Planner (CFP)
Investment management
Benefits
- Health insurance coverage.
- Performance bonuses.
- Opportunities for professional development.
Interested in this role?
It takes about two minutes. Free to apply — IJNM never asks candidates for money.
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Questions about this job
What are the key responsibilities of this role?
You will manage client portfolios, provide financial planning advice, and ensure excellent service.
What qualifications do I need?
A degree in finance or business and relevant experience in wealth management are preferred.
What is the salary range for this position?
The salary range is INR 40,000 to INR 75,000 monthly, depending on experience.
Is this an onsite position?
Yes, this is a full-time, onsite position in Navrangpura, Vadodara.
How can I apply for this role?
Click "Apply Now" on this page to apply through IJNM. IJNM is recruiting for this role on behalf of a client employer.
Listing last updated