Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:
Role and Responsibilities:
• Meeting with clients.
• Offering specialized financial guidance and advice.
• Completing financial needs analyses.
• Creating and explaining customized plans.
• Utilizing knowledge of tax investment strategies.
• Explain the products in motor, health and other retail insurance offerings
Ideal candidate:
• Bachelor’s degree in finance or similar.
• Strong number crunching skills to decomplex financial products
• Strong verbal and written communication skills.
• A professional appearance.
• On-going training in the latest products and benefits.
• Attendance at product launches and seminars.
• Working Knowledge in MS Office (Excel & PPT)
Join our Mumbai Finance Community to get notified about updates and career opportunities
JoinFull Time
No. Of Vacancy
1Offered Salary
3 .25 - 7 .50 LacExperience
2-5Industry
Private Equity (PE)/ Venture Capital (VC)