Wealth Executive - Ahmedabad, Gujarat, India - Arihant Capital Markets Ltd

Arihant Capital Markets Ltd

Verified Company

Ahmedabad, Gujarat, India

1 week ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Job Title:
Wealth Executive

Company:
Arihant Capital Market Limited

Location:
Ahmedabad, India

Salary Range:
₹15,000 to ₹25,000 per month

Contact Person:
Ashish Mishra

Contact Information:

Phone:

Job Description:

Arihant Capital Market Limited, a prominent financial services provider, is currently seeking a dedicated and proactive Wealth Executive to join our team in Ahmedabad.

The Wealth Executive will play a crucial role in supporting the Wealth Management team by providing administrative and operational assistance.

Responsibilities:

❖ Assist Wealth Executive in maintaining and servicing client relationships.

❖ Handle administrative tasks related to client accounts, including documentation and record-keeping.

❖ Coordinate with internal teams to ensure timely execution of client transactions.

❖ Respond to client inquiries and provide basic information on investment products and services.

❖ Assist in the preparation of client reports and presentations.

❖ Stay informed about market trends and financial products to effectively support Wealth Managers.

❖ Collaborate with the sales and marketing teams to enhance client engagement.

Qualifications and Requirements:
❖ Bachelor's degree in Finance, Business, or a related field.

❖ Basic understanding of financial markets and investment products.

❖ Strong organizational and multitasking abilities.

❖ Excellent communication and interpersonal skills.

❖ Attention to detail and accuracy in handling documentation.

❖ Ability to work collaboratively in a team-oriented environment.

❖ Previous experience or internships in the financial services industry is a plus.

How to Apply:

Location:

The position is based in Ahmedabad.

Note:
Salary is negotiable based on experience and qualifications.

Salary:
₹15, ₹25,000.00 per month

Benefits: