Wallet Finserve

WEALTH MANAGER

Wallet Finserve
Chandkheda, Ahmedabad
₹30,000 - ₹50,000 monthly*

Fixed

₹30,000 - ₹35,000

Average Incentives*

₹15,000

Earning Potential

₹50,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 3 yearsMin. 3 years
Good (Intermediate / Advanced) EnglishGood (Intermediate / Advanced) English

Job highlights

Urgently hiring

Urgently hiring

Benefits include: Annual Bonus, PF, Petrol Allowance, Internet Allowance, Flexible Working Hours

Benefits include: Annual Bonus, PF, Petrol Allowance, Internet Allowance, Flexible Working Hours

Job Description

Responsibilities:

  • Build and manage personalized financial plans for existing and new clients.
  • Deal in mutual funds, broking, insurance, and top-tier banking loan products.
  • Perform regular portfolio reviews and rebalancing for clients.
  • Maintain relationships with a focus on revenue generation. [1, 2, 3]

Requirements:

  • Education: MBA or Commerce background preferred.
  • Experience: 2 to 6 years of experience in the BFSI (Banking, Financial Services, and Insurance) sector.
  • Skills: Good communication, strong ethical standards, and relationship management skills. [1, 2, 3, 4]


Job role

Work location
Work locationWallet4wealth, Chandkheda, Ahmedabad, Gujarat, India Chandkheda, Ahmedabad
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 3 years
Education
EducationGraduate
Skills
SkillsLife insurance, Mutual funds, Retirement Plans, Fixed Deposits
English level
English levelGood (Intermediate / Advanced) English
Regional language
Regional languageFluent in speaking Gujarati, Hindi
Degree/ Specialisation
Degree/ SpecialisationAny B.Com
Age limit
Age limit25 - 45 years
Gender
GenderMale

About company

Name
NameWallet Finserve
Address
AddressWallet4wealth, Chandkheda, Ahmedabad, Gujarat, India Chandkheda, Ahmedabad
Job posted by Wallet Finserve

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You can expect a minimum salary of 30,000 INR and can go up to 50,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 3 to 31 years are eligible to apply for this job. You can apply for more jobs in Ahmedabad to get hired quickly.

The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.

Only Male candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Ahmedabad at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

The last date to apply for this job is 30 Jul 2026. For more details, download apna app and find Full Time jobs in Ahmedabad . Through apna, you can find jobs in 64 cities across India. Join NOW!