About the Role
Company Description
Wealthcare Securities Pvt. Ltd. is a 23-year-old financial services firm specializing in Financial Planning, Investment Advisory, and Share Trading, currently managing over Rs. 1000 crores in client assets. Led by a team of skilled MBAs, CAs, and CFPs under the guidance of CA CFP Mukesh Gupta, the company is committed to delivering tailored, client-centric solutions. Wealthcare offers services in retirement planning, investment strategies, estate planning, and tax advisory to help clients meet their dynamic financial goals. Their expertise spans a variety of products, including mutual funds, systematic investment plans (SIPs), insurance policies, and fixed-income instruments. The team prides itself on adaptability, changing financial plans as client needs evolve over time.
Role Description
This is a full-time, on-site role based in New Delhi for a Relationship Manager. The Relationship Manager will ...
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