Company Description
Bandhu4U Services Private Limited, based in Delhi, is a reputable financial planning company that prioritizes empowering individuals and businesses with personalized financial strategies. We specialize in trading, investment solutions, insurance services, P2P lending, and comprehensive financial advisory to help our clients achieve their goals. With a commitment to trust, integrity, and transparency, we aim to build and nurture strong, enduring client relationships. Our mission is to provide customized solutions tailored to your unique aspirations, ensuring financial growth and security for the future.
Role Description
This is a full-time, on-site role for a Wealth Manager - Sales Fresher located in New Delhi. The Wealth Manager will focus primarily on acquiring new clients and maintaining strong relationships with existing clients. Daily responsibilities include promoting and selling financial products such as trading services, investment solutions, and insurance, as well as advising clients on financial planning strategies. The role also involves staying updated on market trends and customizing solutions to meet client needs effectively.
Qualifications
- Strong knowledge of Financial Planning and proficiency in crafting strategies to achieve clients financial goals.
- Understanding of Investment Management and expertise in handling diverse investment instruments, including mutual funds, direct investments, and P2P lending platforms.
- Familiarity with concepts related to Finance, Investments, and Insurance offerings to provide expert solutions.
- Excellent interpersonal and communication skills with the ability to build lasting client relationships.
- Self-motivated, target-driven attitude with the ability to work independently and collaboratively with a dynamic team.
- Bachelor's degree in finance, business administration, or a related field is preferred.
- Previous experience or relevant internships in financial or investment sectors are an advantage, but not mandatory for this entry-level role.
