Wealth Management Jobs Opening in Bonanza Portfolio Limited at Delhi
Job Description
About the internship
Selected intern's day-to-day responsibilities include:
1. Communicate with the clients
2. Assist in developing and implementing financial plans for clients
3. Support advisors in client meetings, taking notes, and preparing necessary documents
4. Monitor market trends and provide regular updates to clients and the team
5. Collaborate with the team to develop personalized investment strategies for clients
6. Assist in the preparation of investment proposals and reports
7. Maintain accurate and up-to-date client records, ensuring confidentiality at all times
Note: only Delhi candidates apply.
Additional information:
1. Will Provide JOB within the group to the right candidate
2. Will support Interested persons, who want to open his /Her office own office of financial services
Note: No study should be pending.
1. Communicate with the clients
2. Assist in developing and implementing financial plans for clients
3. Support advisors in client meetings, taking notes, and preparing necessary documents
4. Monitor market trends and provide regular updates to clients and the team
5. Collaborate with the team to develop personalized investment strategies for clients
6. Assist in the preparation of investment proposals and reports
7. Maintain accurate and up-to-date client records, ensuring confidentiality at all times
Note: only Delhi candidates apply.
Additional information:
1. Will Provide JOB within the group to the right candidate
2. Will support Interested persons, who want to open his /Her office own office of financial services
Note: No study should be pending.
Skill(s) required
Earn certifications in these skills
Learn Financial modeling valuation
Learn Personal Finance
Who can apply
Only those candidates can apply who:
1. are available for full time (in-office) internship
2. have relevant skills and interests
Perks
Additional information
Stipend structure: This is a performance-based internship. In addition to the minimum-assured stipend, you will also be paid a performance-linked incentive (₹ 500 per sale).
Number of openings
10
Certificate: Will be provided at the end of the Internship
More information about this Wealth Management Job
Please go through the below FAQs to get all answers related to the given Wealth Management job
- What are the job requirements to apply for this Wealth Management job position?
- Ans: A candidate must have a minimum of fresher as an Wealth Management
- What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: B.Com
- What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
- This Wealth Management is a work from home job?
- Ans: No ,its not a Work from Home Job.
- How many job vacancies are opening for the Wealth Management position?
- Ans: There are immediate 10 job openings for Wealth Management in our Organisation.
Job Particulars
Role accountant
Education B.Com
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeInternship / Projects
Job Id2226551
Job Category Internship , Finance
Locality Address
State Delhi
Country India
About Company
Bonanza Portfolio Limited
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