Website:
malawealthadvisory.com
Job details:
Company Description
MALA WEALTH ADVISORY SERVICES PRIVATE LIMITED is a Delhi-based financial advisory firm located in Connaught Place, Delhi, India. The company specializes in providing expert guidance and comprehensive financial solutions to meet clients' diverse wealth management needs. Committed to delivering excellence, MALA WEALTH ADVISORY SERVICES offers personalized services tailored to help clients achieve their financial goals. With its roots firmly established in a dynamic market, the firm continues to build trust and success for its customer base.
Role Description
This is a full-time, on-site Field Associate role based in Delhi, India. The Field Associate will be responsible for managing client relationships, conducting field work, and gathering market insights. Key responsibilities include engaging with clients to understand their financial needs, providing advisory support, and ensuring timely execution of services. The role will also require maintaining documentation, following up with potential leads, and collaborating with internal teams to deliver efficient solutions.
Qualifications
- Strong communication and presentation skills for effective client engagement and interactions
- Proficiency in financial planning, wealth advisory, and understanding of financial markets
- Ability to conduct thorough research, analyze data, and provide accurate reports
- Good organizational and time management skills to handle tasks effectively and meet deadlines
- Knowledge of financial documentation processes and compliance standards
- Bachelor’s degree in Finance, Business Administration, or a related field
- Previous experience in financial services or client-facing roles is an added advantage
- Self-motivated with the ability to work independently and as part of a team
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