Placements

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Position Details:
Position Relationship Manager, Wealth Manager, Mutual fund Sales @ Wealthcare Securities Pvt Ltd
Company Name Wealthcare Securities Pvt Ltd
Location Delhi, India
Job Type Relationship Manager, Wealth Manager, Mutual fund
Job Description

Dear Students,

FPA with various companies brings you good job openings which will help you enhance your skills in the finance domain. Please refer to the job descriptions for your reference.


Company Profile Wealthcare is a specialist Private Wealth Management Firm set up by entrepreneurs with a Private Banking background to provide a professional platform for Private Wealth Management services.

Job Location Lajpat Nagar, South Delhi

Job Profile & Responsibilities : 

  • Incumbents will be responsible for Financial advisory through the process of Financial Planning.
  • Penetration of all products including Mutual Funds, Bonds, Portfolio Schemes, Structured Products.
  • Acquisition of a new Clients/ Acquire and build a relationship with Retail/ HNI clients and handling and reviewing their portfolios.
  • Portfolio Management, client servicing for an existing portfolio in terms of investments and handling and reviewing their portfolios.

Candidates Profile : 

  • Candidate should have high desire to excel in this field.
  • Candidate should have his Own Conveyance (will be reimbursed).
  • Pleasing Personality.
  • Candidate should have experience.
  • Candidate should be Graduate, Post Graduate.
  • CFP certification is must.

Salary : INR 1,50,000 – 5,00,000 P.A. Negotiable

Company Website : www.wealthcareindia.com

Interested candidates can mail their updated resumes at “Placement@fpa.edu.in with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 02/05/2017

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