About the role
In this role, you will be responsible for managing client portfolios, understanding their financial goals, and recommending suitable investment products. You will work closely with clients to develop long-term relationships and help them achieve their financial objectives. The ideal candidate will have a background in finance or banking and excellent communication skills. You will be part of a dynamic team that values innovation and client satisfaction.
What you'll do
- Manage client portfolios
- Develop investment strategies
- Build and maintain relationships with clients
- Monitor financial markets and trends
What you'll need
- Bachelor's degree in finance or related field
- Experience in wealth management
- Strong communication skills
Skills
Financial analysis
Client relationship management
Investment knowledge
Good to have
Sales experience
Knowledge of tax regulations
Benefits
- Performance bonuses
- Health insurance
- Professional development opportunities
Interested in this role?
It takes about two minutes. Free to apply — Career In Bank never asks candidates for money.
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Questions about this job
What qualifications are required for this position?
A bachelor's degree in finance, economics, or a related field is preferred, along with relevant experience.
Is this position remote or onsite?
This is an onsite position based in Hiranandani Estate, Thane.
What is the salary range for this role?
The salary range is between INR 50,000 and INR 90,000 per month, based on experience.
Listing last updated