Wealth Manager
Wealth Manager1
Applications
1
Applications
Indore
Bhopal
Delhi
Pune
Full-Time
Senior: 8 to 12 years
₹ 1Cr - ₹ 2Cr (Per Year)
Posted on Jun 22 2024
Not Accepting Applications
About the Job
Skills
Financial Advisory
Leadership
Sales Strategy
Team Management
Business Development
Negotiation
Investment Management
Financial Investment
Role Description:
This is a full-time on-site role as a Wealth Management Advisor at Micro Mitti located in Indore. As a Wealth Management Advisor, your day-to-day tasks will involve providing financial and retirement planning services, managing investments, and offering wealth management services to clients. You will work closely with clients to understand their financial goals and objectives, develop personalized investment strategies, and provide ongoing financial advice.
Qualifications:
- Financial Planning and Retirement Planning skills
- Experience in Investments and Finance
- Wealth Management Services
- Excellent interpersonal and communication skills
- Strong analytical and problem-solving abilities
- Proven track record in providing financial advice and managing client portfolios
- Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are preferred
- Bachelor's degree in Finance, Economics, or related field
About the company
WHO WE ARE
Welcome to Micro Mitti, Indore’s premier Proptech company, revolutionizing the landscape of real estate investments. We empower our investors to stake a claim in prime real estate assets without the hefty price tag or the typical obligations that come with full-fledged property ownership.
Harnessing the synergy of technology and Indore’s thriving real estate potential, we provide ...Show More
WHO WE ARE
Welcome to Micro Mitti, Indore’s premier Proptech company, revolutionizing the landscape of real estate investments. We empower our investors to stake a claim in prime real estate assets without the hefty price tag or the typical obligations that come with full-fledged property ownership.
Harnessing the synergy of technology and Indore’s thriving real estate potential, we provide a seamless online platform for fractional real estate investments. With just a click, investors can make informed decisions, targeting sustainable and long-term wealth accumulation.
Our vision at Micro Mitti is simple: demystify and democratize Grade-A real estate investments. We strive to make them accessible, transparent, and hassle-free for every investor, seasoned or novice.
Handpicked by our seasoned real estate mavens, every property in our portfolio is a beacon of high returns. Beyond offering these curated investment opportunities, we provide an array of services to simplify your fractional ownership journey – from property management and maintenance to comprehensive book-keeping.
With Micro Mitti, investors can diversify their portfolios, tapping into various real estate segments like residential spaces, commercial edifices, and even coveted vacation rentals. This strategic diversification eliminates the need for colossal upfront investments that typically accompany direct property acquisitions.
Join us at Micro Mitti, where we are not just another real estate company but a beacon of wealth generation for all. ...Show Less
Industry
Real Estate
Company Size
11-50 Employees
Headquarter
106, Captain CS Naidu Mar...
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