Job Responsibilities

  • Advising clients on financial products and services.
  • Managing investments.
  • Conducting planning services.
  • Providing tax planning services.
  • Providing Investment options and services
  • Recruit and maintain client bases.
  • Investigate available investment opportunities to determine compatibility with client financial plans.
  • Manage client portfolios, keeping client plans up-to-date.
  • Contact clients periodically to determine any changes in their financial status.
  • Monitor financial market trends
  • maintain cooperative relationships with clients
  • perform general financial analysis
  • Creating an Expert network
  • Building relationship with existing and new partners to expand the products available

Additional Details

  • Travel as and when needed
  • On field role
  • Stationed in Hyderabad


  • MBA is required
  • Work experience of 1-5 years in Wealth Management in the fields of Financial Industry, Banking


  • IT skills, including the use of spreadsheets
  • Strong analytical and critical thinking
  • Financial Modelling
  • Good communication skills and networking skills

What to expect

  • More travel based role in the stationed city along with travel across the markets as and when required.
  • You'll be expected to dress smartly, especially for meetings, though slightly more relaxed business casual attire may be acceptable at other times.

Want To Join The Team?
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