Wealth Advisory Manager
Internshala
About the job
We're Hiring at Bachatt! Bachatt (Trusave Fintech Pvt Ltd) is a Series A funded fintech startup backed by Accel, Lightspeed & Info Edge. We're building India's next-generation personal finance platform and expanding into regulated investment advisory Wealth Relationship Advisor at Bachatt! Are you passionate about personal finance and love building client relationships? Bachatt (Trusave Fintech Pvt Ltd) a Series A funded fintech startup backed by Accel, Lightspeed & Info Edge is hiring Wealth Relationship Advisors to join our growing team. This is a high-energy, target-driven sales role for someone who thrives on performance and wants to build a career in financial services. What you'll do: Acquire and onboard new clients for Bachatt's investment & savings products Build and manage a portfolio of retail wealth clients Achieve monthly and quarterly sales targets Educate clients on investment products mutual funds, SIPs, savings plans Maintain strong client relationships and drive repeat business Work closely with the advisory team to deliver the right product to the right client Who we're looking for: Fresh graduates or candidates with 02 years experience in sales / BFSI / wealth / banking Strong communication skills in Hindi and English Hunger to hit targets and earn performance incentives Basic understanding of financial products is a plus NISM certifications (even partial) are an added advantage not mandatory Location: Gurugram, Udyog Vihar (in-office)Working days: 6 days a weekJoining: Immediate Why Bachatt?Series A funded stable, well-capitalised companyIncentive structure on top of fixed salary your effort = your earningsWork in a fast-growing fintech with real career growthHealth insurance & flexible benefitsLearn directly from founders and senior leadership
Salary
Probation:
Duration:
Salary during probation: After probation:
Annual CTC: Competitive salary
Number of openings
1 Editor’s note
Information above is Internshala's interpretation and paraphrasing of what we found on the shared link.
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