Wealth Management Associate
- *Location:** Bhopal, Madhya Pradesh
- *Job Type:** Full\-Time
- *Salary:** ₹15,000 \- ₹25,000 per month \+ Incentives \+ Performance Bonus
About Us
We are a growing financial services firm specializing in stock market investments, Demat \& Trading Accounts, Mutual Funds, IPOs, and wealth creation solutions. We are looking for ambitious and client\-focused professionals who are passionate about helping individuals achieve their financial goals.
Job Summary
As a Wealth Management Associate, you will be responsible for acquiring new clients, building long\-term relationships, and assisting clients with investment and wealth\-building opportunities. You will guide clients through account opening processes and help them access a range of financial products and services.
Key Responsibilities
- Acquire new clients for Demat \& Trading Accounts.
- Develop and maintain strong relationships with retail and HNI clients.
- Assist clients in opening and activating Demat and Trading Accounts.
- Educate clients about stock market investments, Mutual Funds, SIPs, IPOs, and other wealth management products.
- Identify client financial needs and recommend suitable investment solutions.
- Generate leads through referrals, networking, social media, and direct outreach.
- Ensure smooth onboarding and KYC completion for clients.
- Achieve monthly acquisition and revenue targets.
- Provide exceptional customer service and relationship management.
Candidate Requirements
- Graduate in any discipline (B.Com, BBA, MBA, Finance preferred).
- Excellent communication and relationship\-building skills.
- Strong interest in financial markets and investments.
- Prior experience in Banking, Broking, Insurance, Wealth Management, Mutual Funds, or Financial Sales is preferred.
- Freshers with a passion for finance and sales are encouraged to apply.
- Ability to work in a target\-driven environment.
What We Offer
- Competitive Fixed Salary
- Attractive Incentive Structure
- Performance\-Based Bonuses
- Professional Training \& Mentorship
- Career Growth Opportunities in Wealth Management
- Exposure to Financial Markets and Investment Products
Preferred Skills
- Client Relationship Management
- Financial Product Sales
- Lead Generation \& Business Development
- Investment Advisory Support
- Customer Service Excellence
Build a rewarding career in wealth management while helping clients create long\-term financial success.
Pay: ₹15,000\.00 \- ₹25,000\.00 per month
Work Location: In person