Job Description:&nbsp; The Trainer is responsible for leading and facilitating training programs for employees to enhance their skills, knowledge, and productivity in their role within the organization. A Corporate Trainer, or Development Educator, is responsible for maintaining the standards of an organization’s talent by providing comprehensive training at th

KRA (Key Responsibility Area) for Junior Technical Analyst: •	Technical analysts operate on the principle that historical price movements can indicate future price trends.•	Its responsibility is to keep track of changes in the capital market by using technical indicators to make various investment and trading decisions.•	The analyst might, for instance, monitor in

We are seeking a highly motivated and detail-oriented Assistant Manager to join our team. This role requires a deep understanding of financial products and services, exceptional interpersonal skills, and a passion for helping clients achieve their financial goals. Key responsibilities:Client Acquisition:&nbsp;Identify and acquire new cli

Company Overview AASTHA FINTECH PVT. LTD. is a top Wealth Management and Financial Consulting firm in Western India. Offering personalized financial services across wealth and asset classes, including Wealth Advisory, Demat Account Consultancy, and more, headquartered in Surat, Gujarat. Job Overview Internship

Job description:- You will be responsible for leading and motivating a group of individuals towards achieving common goals and objectives. - Ensure that deliverables meet quality standards and adhere to organizational guidelines and protocols. - Foster a culture of continuous improvement within the team, encouraging innovation, creativity, and learning.<

Company Overview AASTHA FINTECH PVT. LTD. is one of the leading Wealth Management and Financial Consulting companies in Western India. We offer a comprehensive range of wealth management solutions, including Wealth Advisory Services, Demat Account Consultancy, IPO Advisory Services, NPS Services, SIPs, Fixed Deposit Services, Portfolio Management, Investment Ma

We are one of the leading Wealth Management and Financial Consulting companies in Western India, headquartered in Surat, Gujarat. Our wealth management expertise and preferred personalized financial services span major wealth and asset classes and a basket of wealth management solutions, including Wealth Advisory Services, Demat Account Consultancy, IPO Advisory Services, NPS Services (National Pension System), SIPs (Systematic Investment Plans), Fixed Deposit Services, Portfolio Management, Investment Management, Securities and Broking.

Our Philosophy Is To Offer Our Clients A Complete 360°, End To End Wealth Management And Risk Management Solutions.


Roles and Responsibilities: Provide personalized financial advisory services to clients Analyze and evaluate investment opportunities in the equity market Create and manage investment portfolios based on clients' financial goals and risk tolerance Stay updated with market trends and financial news Monitor and track clients' investment performance Maintain relationships with existing clients and identify potential new clients Conduct market research and competitor analysis Collaborate with the research and analysis team to identify market opportunities

Company OverviewAASTHA FINTECH PVT. LTD. is a premier Wealth Management and Financial Consulting company based in Surat, Gujarat. With a focus on personalized financial services and comprehensive wealth management solutions, we cater to a diverse range of clients across major wealth and asset classes. Our 360 approach ensures end-to-end wealth and risk management solutions for our valued clients. Job OverviewWe are hiring a Human Resources Intern at AASTHA FINTECH PVT. LTD. This role is based in Surat and is an internship position for candidates with 0-1 years of experience. As a part of our team, you will be involved in HR compliance, effective communication, document drafting, and query handling. Qualifications and Skills<ul><li>HR Compliance</li><li>Effective communication</li><li>English proficiency</li><li>MS Excel</li><li>Document Drafting</li><li>Query handling</li></ul> Roles and Responsibilities<ul><li>Assist in HR compliance tasks and documentation</li><li>Handle queries related to HR policies and procedures</li><li>Draft and maintain HR documents including employee records</li><li>Support in communication with employees regarding HR matters</li><li>Assist in organizing HR-related events or training sessions</li></ul>

We are seeking a highly motivated and detail-oriented Assistant Manager to join our team. This role requires a deep understanding of financial products and services, exceptional interpersonal skills, and a passion for helping clients achieve their financial goals.Key responsibilities:Client Acquisition:&nbsp;Identify and acquire new clients through networking, referrals, and client meetings.Client Relationship Management:&nbsp;Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.Client Meetings:&nbsp;Schedule and conduct regular client meetings to review their financial plans, investment portfolios, and to discuss any changes in their financial situation or goals. Follow up on action items from client meetings promptly and efficiently, ensuring all client inquiries and requests are addressed.Compliance:&nbsp;Ensure all client interactions and transactions comply with regulatory requirements and company policies.Skills:Strong analytical and problem-solving skills.Excellent communication and interpersonal skills.Proficiency in financial software and MS Office Suite (Excel, PowerPoint, Word).Ability to work independently and as part of a team.Ability to build and maintain long-term client relationships.Schedule:<ul><li>Day shift</li></ul>Supplemental pay types:<ul><li>Quarterly bonus</li></ul>

POSITION OVERVIEW:We are seeking a dynamic and experienced Wealth Manager to join our team. The ideal candidate shall possess a strong background in finance, investment management, and client relationship management.KEY RESPONSIBILITIES AND JOB DESCRIPTION:AT MANY INDUSTRIES, WEALTH MANAGER ROLES DIFFERENT DEPENDING UPON INDUSTRY. HERE IN OUR COMPANY, THE JOB ROLE OF A WEALTH MANAGER IS AS NAME DEFINES-“JUST MANAGE THE WEALTH” WE ARE HAVING A CLIENT BASE OF 10,000+ WHERE WE ARE PROVIDING THE FINANCIAL SERVICES.AND WEALTH MANAGERS NEED TO HANDLE THESE:&nbsp;You need to manage the existing clients- providing them the guidance related to- switching their current portfolio into new investment opportunity.guide them in exiting the old &amp; switch to the new investment.guide them to top-up their investment, when finance market is in such a position.analyse the client financial goals, risk to learn, return preference and investment horizon and suggest them accordingly. Schedule a telephonic conversation, video conference / call or physical meeting so as to make investor aware about your offerings.&nbsp;Prepare and analyse the restructuring portfolio report, which would help them in better understanding.Arrange various knowledge sessions such as seminars, webinars which could make them aware about the various strategies and opportunities.Building b2b relation with our business partners and motivating them for their future business

Company Overview AASTHA FINTECH PVT. LTD. is a top Wealth Management and Financial Consulting firm in Western India. Offering a 360° wealth and risk management solutions. Headquarters in Surat, Gujarat. Website: http://www.aasthafintech.com Job Overview Back Office Operations role at AASTHA FINTECH PVT. LTD. in Surat, Gujarat. Full-Time position suitable for Junior candidates with 1-3 years of experience. Salary: Competitive. Join a leading Wealth Management and Financial Consulting company.Job Location : Surat, Gujarat Qualifications and Skills <ul><li>1-3 years of experience in back office operations</li><li>Strong record-keeping skills</li><li>Attention to detail and accuracy</li><li>Excellent time management abilities</li><li>Organizational skills for task prioritization</li><li>Proficiency in Microsoft Excel</li><li>Experience in document drafting and review</li></ul> Roles and Responsibilities <ul><li>Ensure efficient back office operations for smooth workflow</li><li>Maintain accurate record-keeping and documentation</li><li>Support front office staff with administrative tasks</li><li>Execute document drafting and review</li><li>Utilize Microsoft Excel for data management</li><li>Assist in time management and organizational tasks</li></ul>

AASTHA FINTECH PVT. LTD.

Corporate Trainer

Technical Analyst

Assistant Manager

Wealth Manager

Team Lead

Relationship Manager

Equity Dealer

Human Resources

Assistant Manager

Wealth Manager

Back Office Operations