Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Home

Jobs

Home
>
Jobs in Someshwar
>
Aastha Fintech
>
Sales Manager

Sales Manager

Aastha Fintech

2 - 5 years

4 - 7 Lacs

Someshwar Pune Surat Bengaluru

Posted:2 days ago| Platform:

Apply

Skills Required

Finance Corporate Customer relationship HR Technical Analyst Equity Advisor Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Sales Manager Team Leader Corporate Trainer Technical Analyst Commodity Dealer Assistant Wealth Manager Customer Relationship Manager Tele-Caler HR

Name

Mobile

Current Location

Date Of Birth

Education
Graduate Post Graduate Other

Current CTC

Expected CTC

Notice Period

Message (Optional):

Upload Resume*

Wealth Manager OPEN Know More

Job Description of Wealth Manager Position

Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.
Schedule and conduct regular client meetings to review their financial plans, investment portfolios
Follow up on client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.
Responsible to generate business and meet the monthly, quarterly, annual Business Criteria
Ensure all client interactions and transactions comply with regulatory requirements and company policies.

Required qualifications, capabilities, and skills

Bachelors degree is required
Minimum 2-5 years of experience in finance field
Ability to analyze clients financial situations, assess risk tolerance, and provide tailored financial advice and solutions.
Strong verbal and written communication skills
Passion for helping clients achieve their financial goals

Applying For
Equity Advisor Wealth Manager Sales Manager Team Leader Corporate Trainer Technical Analyst Commodity Dealer Assistant Wealth Manager Customer Relationship Manager Tele-Caler HR

Name

Mobile

Current Location

Date Of Birth

Education
Graduate Post Graduate Other

Current CTC

Expected CTC

Notice Period

Message (Optional):

Upload Resume*

Sales Manager OPEN Know More

More Jobs at Aastha Fintech

Technical Analyst

Surat

Experience: Not specified

INR 2 - 4 Lacs

Equity Dealer

Surat

Experience: Not specified

INR 2 - 4 Lacs

Sales Manager

Surat

4.0 - 8.0 yrs

INR 6 - 10 Lacs

Fundamental Research Analyst

Someshwar, Pune, Surat, Bengaluru

3.0 - 5.0 yrs

INR 5 - 7 Lacs

Commodity Dealer

Someshwar, Pune, Surat, Bengaluru

2.0 - 5.0 yrs

INR 4 - 7 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.