Management Trainee
Arthavaidya Financial Services Private Limited
Management Trainee
Arthavaidya Financial Services Private Limited
Kothrud, Pune
₹15,000 - ₹30,000 monthly*
Fixed
₹15000 - ₹20000
Average Incentives*
₹10,000
Earning Potential
₹30,000
You can earn more incentive if you perform well
Work from Office
Full Time
Any experience
Basic English
Job Details
Interview Details
Job highlights
5 applicants
Benefits include: Annual Bonus, Petrol Allowance, Mobile Allowance, Accommodation
Job Description
* Develop and manage relationships with retail and HNI investors
* Conduct client meetings to assess financial needs and risk appetite
* Recommend suitable mutual fund portfolios aligned with client objectives
* Drive business growth through new client acquisition and existing client retention
* Stay updated with mutual fund products, SEBI/AMFI regulations, and market trends
*NISM Series V-A certification (mandatory)** or willingness to obtain it
Job role
Work location
Office 101,First Floor, Lotus Residency, Opp Joshi Museums, Kothrud, Pune 411038, Maharashtra, India Kothrud, Pune
Department
Consulting
Role / Category
Finance Consulting
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Skills
Wealth management, Mutual funds, Housing loan, Investment portfolios, Investment Advisory, Housing Loan Sales, Wealth Management Services, Mutual Funds Sales, Mutual Fund Sales, Home Loan Sales
English level
Basic English
Degree/ Specialisation
Any MBA(executive), Any BBM, Any PGDM, Any PGP, Any PG Diploma, Any BBA, Any MBA, Any BBA (Hons.), Any BBM (Hons.) (Atleast one)
Age limit
20 - 35 years
Gender
Any gender
About company
Name
Arthavaidya Financial Services Private Limited
Address
Office 101,First Floor, Lotus Residency, Opp Joshi Museums, Kothrud, Pune 411038, Maharashtra, India Kothrud, Pune
Job posted by Arthavaidya Financial Services Private Limited
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