Executive - Wealth Management (Fresher)

Location: Wadala East, Mumbai (In-office role)

Budget: INR 3-4L p.a. (Opportunity to double in 3 years for the right fit candidate)

About the Role

We are looking to hire a motivated, curious, and hands-on fresher who is eager to learn and grow within a wealth management environment. This is a multi-dimensional role offering exposure across CRM management, research support, marketing initiatives, and various ad-hoc projects. The ideal candidate should be proactive, detail-oriented, and comfortable wearing multiple hats.

This role is best suited for someone at the start of their career who values learning, responsibility, and long-term growth over a narrowly defined job scope.

Key Responsibilities

CRM Ownership

* Manage and maintain client data on CRM platforms

* Ensure data accuracy, hygiene, and timely updates

* Generate basic MIS and reports from CRM systems

Research Support

* Assist senior team members with research on financial products, markets, and client-related analysis

* Support preparation of presentations, notes, and internal documents

Marketing & Communication

* Support marketing initiatives including client communication, presentations, and basic content coordination

* Assist in execution of campaigns, events, and outreach initiatives

Ad-hoc & Operational Support

* Take ownership of miscellaneous tasks that arise across teams

* Support day-to-day operational requirements and special projects

Candidate Profile

* Graduate in any discipline

* Strong fluency in English (written and spoken)

* Proficient in MS Office (Excel, PowerPoint, Word)

* Comfortable working from office (Wadala) on a full-time basis

* Willingness to learn, take responsibility, and adapt to changing requirements

* Strong attention to detail and ability to manage multiple tasks

What We Offer

* Steep learning curve and exposure to wealth management operations

* Long-term and fast paced growth potential within the organisation