Job Title

Relationship Manager

Job City

Hyderabad

Company Profile

How Wealth Munshi Came Into Existence:

Our Business is About Relationship. Not Transactions, this is the Foundation on which Wealth Munshi is Built.

All Started in 2017 when Niyesh Sanghi, A Serial Entrepreneur & Successful Insurance Advisor Since 2001 Could Envision Digital Wealth Advisory as The Future.

Wealth Management Globally is a 50-100 Years Legacy Business

There are Many Stories in the form of Case Studies Highlighting our Association Across the Globe.

Today Wealth Munshi is one of the Most Successful Fintech, Managing Portfolio Across the Globe Digitally.

Wealth Munshi as a Successful Fintech has Left No Boundaries & Limitations To Help Families & Corporates Globally.

We Plan to take the Business to a Higher Orbit of Growth Via Our Franchise Model.

Our USP:

Understanding & Providing Curated Customized Financial Solutions As Per :

• Goal
• Risk Profile
• Asset Class

Simplified Solutions on Investments / Tax / Goal-Based Investing So You Have All the Time For Your Loved Ones.

All Our Services are Digital End to End.

Mr.Niyesh Sanghi –Founder
Mr.Manish Kanojia -Strategic Partner Digital Universe.
Mr.Pankaj Sancheti -Strategic Partner Tax, Audit & Start-Up Advisory.
Mr.TS Mohan -Strategic Partner Team Building.
Mr.Indira Reddy Pagidi -Office Head.
Mr.Shamim Begum -Head Back Office.

Job Profile & Responsibilities

Sales managers, CERTIFIED FINANCIAL PLANNERS for handling HNI & Retail Clients, Later as Experience grows to Handle Corporate Clients Portfolios.

Prefered Qualifications

Experience: MINIMUM 2years.

Freshers would be taken as Management Trainees & will be trained for a period of one year on the domain.

Later will be absorbed into full-time roles.

Desired Candidate Profile

–

Additional Details

–

Salary Range

From - To 18k-40k depending on experience.

How to Apply

contact@wealthmunshi.com