Job Title

Wealth Manager

Job City

Bangalore

Company Profile

• Finatoz is India’s 1st Goal-based Wealth Management Services company.
• Promoted by IIT & IIM graduates.
• We believe the financial advisory space in India is uniquely placed to take advantage of 4G internet connection & mobile.
• We have started our operations 8 years back and are one of the fastest-growing companies in this space.
• To know more, you can visit us at www.finatoz.com

Job Profile & Responsibilities

• Understanding customer requirements: Like his risk profile, financial goals, and asset allocation.
• Analysis of customer’s current portfolio and telling him suitable products to buy and sell/redeem his bad assets.
• Manage customer relationships in terms of support from the organization and be a single point of contact to service the client.

Prefered Qualifications

• Mandatory – Graduate in Finance (BCom/BBA), Mutual Funds V-A Certification, Mutual fund knowledge
• Optional – MBA (preferred). A good and consistent education track record is mandatory.
• Proficiency in Microsoft Excel will be an added advantage.

Desired Candidate Profile

• Work Experience – 1 – 3 years of experience in a customer-facing role in a Bank or other personal finance advisory company

Additional Details

This position is open in Bangalore for our “RightFocus Investments Pvt Ltd – Distribution Division

Salary Range

4 to 6.5 Lakhs depending on experience

How to Apply

Email: info@finatoz.com, Phone no - 9900142993