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Junior Wealth Management Associate
Aastha Fintech Pvt. Ltd.
Surat
Not Disclosed
2 - 7 Years
Full Time - Permanent
Views:83
Applicants:0
Posted on 18 Aug, 2025
In Office
Job Description | Responsibilities
- Build strong client relationships by understanding financial goals and risk tolerance.
- Conduct regular reviews, ensure prompt follow-ups, drive business growth, meet targets, and ensure compliance with all regulations and company policies.
Overview
- Industry - Banking / Financial Services
- Functional Area - Other
- Job Role - Other
- Employment type - Full Time - Permanent
- Work Mode - In Office
Qualifications
- Any Graduate - Any Specialization
- Any Post Graduate - Any Specialization
- Any Doctorate - Any Specialization
Job Related Keywords
VP Wealth Management
Wealth Management
Mutual Funds
mutual fund sales
Sr Wealth Manager
HNI Client Handling
