Junior Wealth Management Executive

About Invest Value Finctech Pvt. Ltd.

Invest Value was established with a mission to revolutionize wealth management by leveraging technology, innovation, and intellect. As India's pioneering wealthtech multi-issuer platform, it provides comprehensive solutions designed to transform effort and determination into significant success in wealth creation, client satisfaction, and business expansion. Its offerings emphasize inclusivity and simplicity.

Role Overview

Invest Value Finctech Pvt. Ltd. is looking for a motivated Junior Wealth Management Executive who is skilled in sales, communication, business development, financial planning, and investment management. This position is ideal for candidates eager to advance their careers and make a meaningful impact on clients' financial successes.

Key Responsibilities

• Establish and nurture strong partner and client relationships by delivering tailored financial planning and excellent service.
• Lead sales efforts and business development activities to expand the client and partner network while increasing company revenues.
• Work alongside senior wealth management professionals to formulate detailed investment strategies for clients.
• Keep abreast of market trends, financial products, and regulatory changes to offer knowledgeable and timely advice.
• Support portfolio management by assisting with investment decisions and tracking portfolio performance.
• Conduct periodic client evaluations to ensure financial objectives are being achieved.
• Engage in continuous professional development to stay at the forefront of the wealth management sector.

Candidate Requirements

• Minimum of 1 year of professional experience in a related field.
• Strong skills in sales, effective communication, business development, financial planning, and investing.
• A passion for finance and an ambition to thrive in a dynamic, fast-paced environment.

Additional Details

• Work Location: Gurgaon, Mumbai, or Noida
• Employment Type: Full-time, Onsite
• Working Days: 5 days per week
• Immediate hiring
• Openings: 10