Wealth Manager
Wallet Finserve
Wealth Manager
Wallet Finserve
Chetpet, Chennai Region
₹30,000 - ₹60,000 monthly*
Fixed
₹30000 - ₹35000
Average Incentives*
₹25,000
Earning Potential
₹60,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 2 years
Basic English
Job Details
Interview Details
Job highlights
Urgently hiring
11 applicants
Benefits include: Annual Bonus, PF, Travel Allowance (TA), Mobile Allowance, Health Insurance, ESI (ESIC)
Job Description
• Build and maintain long-term client relationships
• Understand client goals, risk profile, and investment horizon
• Provide holistic wealth solutions (MFs, Insurance, PMS, NPS, FDs, etc.)
• Conduct regular portfolio reviews and rebalancing
• Acquire new clients and achieve targets
• Ensure compliance, KYC, and documentation
Experience & Eligibility 2–5 years of experience in Wealth Management, Mutual Funds, Insurance, Banking, or Stock Broking. Existing client base is an added advantage
Job role
Work location
wallet4wealth, chennai Chetpet, Chennai Region
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 2 years
Education
Graduate
Skills
Life insurance, Mutual funds, Business Loans, Personal Loans, Retirement Plans, Fixed Deposits, Corporate Loans
English level
Basic English
Degree/ Specialisation
B.Com (Hons.) in Financial Markets, Any M.Com, PGDM in Capital Markets/ Investment Management, MBA in Capital Markets/ Investment Management, Bachelor in Financial Markets, B.Com in Financial Markets (Atleast one)
Gender
Any gender
About company
Name
Wallet Finserve
Address
wallet4wealth, chennai Chetpet, Chennai Region
Job posted by Wallet Finserve
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