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Management Trainee

0 - 1 yrs
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Not Disclosed by Recruiter Posted 30+ days ago Job Applicants: 190 Job Views: 2000+

Job Description

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    Brief Role : MBA- Management Trainee:- Mumbai
    Job Description
    Designation : Management Trainee
    Department : Preferred
    Experience : MBA Fresher with Summer internship experience.
    Qualification : MBA Finance
    Job Description :
    1. Purely into Portfolio restructuring/ Financial Planning writing
    2. Creating Financial Plans for Ultra HNI & HNI Clients based PAN India ,
    3. Carrying out Timely Wealth review and proposals for HNI Clients
    4. Understanding the Financial health & short term Long term expectations & goals of the client
    5. Creating a plan based on clients needs
    Products : Mutual Fund, SIP , Bonds, Fixed Deposit, Structured Products, Life Insurance etc.
    Location : Mumbai HO- Lower Parel
    Sound knowledge of Financial market.
    Experiencing in designing of Financial Planning Snapshot.
    Good communication skill
    Minimum of 0- 6 months experience in similar profession

    Salary:INR 2, 50, 000 - 3, 25, 000 P.A. Best incentive structure across industry
    Industry:Banking / Financial Services / Broking
    Functional Area:Financial Services , Banking , Investments , Insurance
    Role Category:Mutual Funds/ Fund Management/ Asset Management
    Role:Sales/ Business Development Manager
    Desired Candidate Profile
    UG: Any Graduate - Any Specialization
    PG:MBA/ PGDM - Any Specialization, Marketing, Finance
    Doctorate:Any Doctorate - Any Specialization, Doctorate Not Required
    Qualifications: An MBA (finance or marketing) Degree holder or focused education in financial planning/ wealth management
    looking to make career e in the financial industry .
    Desired Skill Set:

    Ability to inspire trust and confidence in clients
    Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being
    A thorough understanding of financial markets, their behavior, movements and expectations with respect to market
    Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
    Excellent oral and written communication skills with clarity of thought, speech and expression
    Excellent interpersonal skills
    Good Analytical Skills General Competencies:-

    Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working
    Result oriented
    Attention to details

Salary: Not Disclosed by Recruiter

Industry: Recruitment, Staffing

Functional Area: HR , Recruitment , Administration , IR

Role Category:HR/ Recruitment / IR

Role:HR Executive

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    Please refer to the Job description above


UG: Any Graduate


Company Profile:

Right Step Consulting

Right Step Consulting Private Limited is a search & recruitment firm. Since our incorporation as a private limited company in June 2010, we have been helping our clients build their businesses by recruiting the right talent for them.
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