Wealth Manager

Job Title : Wealth Manager Trainee to Wealth Manager

(HIRING ONLY POSTGRADUATES FROM FINANCE, ECONOMICS & BFSI / BANKING)

Location : Noida | Mumbai | Kolkata | Bangalore

Date of Joining : 24th November 2025

Bond : 1-year agreement

About Fincart

Fincart is a leading fintech-driven financial advisory firm helping individuals and families achieve their financial goals through personalized, data-driven financial planning. Founded with the vision to simplify financial decisions, Fincart blends technology and human expertise to deliver trusted, transparent, and goal-based wealth management solutions.

We’re not just hiring — we’re building the next generation of Wealth Managers who are purpose-driven, client-focused, and ready to shape the future of the financial services industry.

Role Overview

As a Wealth Manager Trainee , you will undergo a structured 3-month paid training program designed to equip you with practical knowledge of financial planning, investment advisory, and client management. Post-training, you will be promoted to the role of Wealth Manager (Full-Time) , taking on a client-facing position with direct responsibility for business development and relationship management.

Key Responsibilities

Engage with clients to understand their financial goals and provide customized investment solutions.

Build long-term client relationships through consistent communication and trust-based advisory.

Conduct financial need analysis and recommend suitable financial products.

Work closely with the sales and research teams to deliver best-in-class financial solutions.

Participate in financial literacy initiatives and client education sessions.

Meet performance goals aligned with business objectives.

Training Details

Duration : 3 months

Type : Paid training

Stipend : ₹15,000 – ₹18,000 per month

During the training period, you will receive comprehensive exposure to :

Financial planning and goal-based advisory

Client acquisition and relationship management

Product knowledge (Mutual Funds, Insurance, Investments, etc.)

Sales and communication skills

Post-Training Employment (On Confirmation)

Designation : Wealth Manager

Compensation :

₹4 LPA (Fixed) + ₹2.6 LPA (Variable Incentives)

Eligibility Criteria

Education : Postgraduates from Commerce, Finance, or Economics streams

Academic Performance : Minimum 70% throughout academics

Experience : Freshers or up to 1 year of relevant internship experience in finance / sales

Skills Required :

Strong communication and interpersonal skills

Interest in financial markets and client advisory

Self-driven, target-oriented, and eager to learn

Why Join Fincart

Impactful Work : Empower clients to achieve their financial goals

Career Growth : Structured training and clear progression path

Collaborative Culture : Learn from industry veterans and mentors

Performance-Driven Rewards : Attractive incentives and recognition

Leadership at Fincart

At Fincart, you’ll work under the guidance of industry leaders —

Tanwir , with over 25+ years of experience in Wealth Management

Ravi , a seasoned expert in Sales & Strategy

Together, they bring a wealth of expertise and mentorship to help you build a successful career in financial advisory.

Join Our Mission

At Fincart, you won’t just join a company — you’ll join a mission to redefine financial empowerment.

As Jim Rohn said,

“Your life does not get better by chance; it gets better by change.”

Be the change with Fincart .