Wealth Manager

Wallet Finserve

Jharsuguda, Bhubaneshwar

On-site

INR 386,000 - 462,000

Full time

12 days ago

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Benefits offered by this job

Performance Bonus

Health & Wellness Support

Transport / Travel Support

Free Meal

Relocation Assistance

Learning & Development Support

Job summary

Wallet Finserve Pvt. Ltd., AMFI registered, Bhubaneswar-based financial services company, invites applications for the role of Customer Support Executive in Ahmedabad. The role focuses on driving branch growth, building networks, and ensuring KYC and compliance while tracking market opportunities.

The position offers a salary up to ₹38,000 per month with benefits such as health & wellness support, transport, free meals, relocation assistance and learning & development support.

Qualifications

Postgraduate degree required (MBA/PGDM acceptable).

Responsibilities

Drive team productivity and branch growth.
Build local networks and referral channels.
Track market trends and opportunities.
Ensure KYC, audit and SEBI/AMFI compliance.

Skills

KYC compliance

Audit

SEBI/AMFI compliance

Education

MBA/PGDM

Postgraduate degree

Job description

Posted: 3 days ago Openings: 24 Applicants: 50+

Drive team productivity and branch growth.
Build local networks and referral channels.
Track market trends and opportunities.
Ensure KYC, audit and SEBI/AMFI compliance.

Role Category: BFSI, Investments & Trading - Other

Education

PG: Any Postgraduate, MBA/PGDM in Any Specialization

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Wallet4Wealth, founded in 2016, is a Bhubaneswar-based financial services company offering wealth management and investment solutions across India.
Wallet Finserve Pvt. Ltd. | AMFI Registered | ARN: 122765

Hiring For customer support executive (Salary UPTO 38K )-Ahmedabad

Wealth Manager in Wallet Finserve typically earns between

₹2.8 - ₹3.9 L/yr

See detailed salary breakup