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Wealth Manager

Wealth Manager

Fincart Financial PlannersDavanagere, IN
8 days ago
Job description

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 .

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    Wealth Manager • Davanagere, IN

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