RightFocus Investments Pvt. Ltd

Bangalore 4 Apr 2022 www.finatoz.com

Job Title

Wealth Manager

Job City


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