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    Wealth Manager - JD

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    keshariraj10
    Jd

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    © All Rights Reserved
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    Wealth Manager - JD

    Uploaded by

    keshariraj10
    4 views2 pages
    Jd

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    © © All Rights Reserved

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    Jd

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    4 views2 pages

    Wealth Manager - JD

    Uploaded by

    keshariraj10
    Jd

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    You are on page 1of 2

    Job Description (JD) - Join Fincart

    Where Wealth Meets Purpose

    Position: Wealth Manager Location: Noida, Mumbai, Bangalore & Kolkata

    Experience Level: Freshers

    "The best way to predict the future is to create it." – Abraham Lincoln

    At Fincart, we believe in creating futures-not just for our clients but for our
    team too. Our team helps clients turn their dreams into reality by providing
    expert financial advice and support. And now, we’re looking for YOU to help us
    make even more success stories.

    Are you…
    Someone who loves building relationships and offering value?
    Ready to make a real impact on people’s lives?
    Looking for a role where your growth and success are just as important as
    your clients’?
    If yes - Join Fincart, where we’re revolutionizing the way people manage their
    wealth.

    WHAT YOU’LL DO:

    Be the face of Fincart as you connect with clients, understand their


    financial goals, and provide tailored investment solutions.
    Offer virtual financial advisory services via calls, helping clients across
    locations.
    Guide clients through every step of their wealth journey-from planning to
    execution.
    Collaborate with experienced advisors to develop sound and profitable
    investment strategies.
    Stay updated on market trends and products, offering innovative financial
    solutions.
    Build strong, long-term client relationships with a focus on trust and value.
    Hold online webinars to educate and engage potential clients.

    1
    WHAT WE’RE LOOKING FOR:

    A go-getter with a knack for sales and a passion for personal finance.
    Excellent communication and interpersonal skills. You love talking to
    people!
    A problem-solver with critical thinking skills and a strong ability to close
    deals.
    Fresh graduates or experienced individuals with a hunger to learn and
    grow.
    Tech-savvy, adaptable, and ready to thrive in a fast-paced, digital-first
    environment.
    Commerce background preferred and certification in a financial domain
    (CFP, NISM, etc.) is a plus.

    WHY FINCART?

    A purpose-driven mission to transform financial futures.


    Comprehensive training programs to help you become a trusted
    financial advisor.
    A supportive, growth-focused work culture that values your personal
    development.
    Competitive compensation and rewards based on performance.

    “You miss 100% of the shots you don’t take.” – Wayne Gretzky
    Don’t miss this one-Join Us and start creating
    FINANCIAL success STORIES!

    PG

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