Wealth manager
Job Description
Job Title: Wealth Manager
Company: Mitva Enterprise
Location: All India
Experience: Freshers
Job Description:
Mitva Enterprise is looking for enthusiastic and motivated candidates for the position of Wealth Manager. This is an excellent opportunity for freshers to start their career in financial services by helping clients achieve their financial goals through effective wealth management solutions.
Key Responsibilities:
• Build and maintain strong client relationships
• Understand clients’ financial goals and recommend suitable solutions
• Assist clients with investment and wealth management products
• Support portfolio planning and financial advisory services
• Conduct regular follow-ups with clients
• Generate new business opportunities and referrals
• Maintain accurate client records and documentation
• Stay updated on financial products and market trends
• Ensure excellent customer service and client satisfaction
• Achieve individual business and revenue targets
Required Skills:
• Financial Planning and Wealth Management
• Investment Advisory and Portfolio Management
• Client Relationship Management
• Financial Analysis and Risk Assessment
• Tax Planning and Compliance
• Insurance and Retirement Planning
• Communication and Presentation Skills
Eligibility:
• Graduate Preferred
• Freshers Can Apply
• Strong communication skills and willingness to learn preferred
Apply Now: 9429410485
Email: Mitvaenterprise2025@gmail.com
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