FAST Solutions India Pvt Ltd
Website:
fastsolutions.in
Job details:
Company Description
FAST Solutions India Pvt Ltd is a financial and business advisory firm founded in 2004, with a strong track record of supporting clients across diverse industries. The company offers integrated services spanning legal, taxation, investment, compliance, and financial advisory, creating a unified ecosystem for business growth. Its vision is to be the most trusted and innovative advisory firm, delivering exceptional value through comprehensive solutions. FAST Solutions focuses on empowering clients with robust financial, audit, tax, and systems solutions that enable informed decisions, optimized performance, and sustainable growth.
Role Description
The Wealth Management Executive – Sales & Operations is a full-time, on-site role based in Mumbai. This role is responsible for identifying and engaging prospective clients, presenting wealth management solutions, and building long-term relationships to drive revenue growth. Daily activities include assessing client financial goals, recommending suitable investment and insurance products, and coordinating with internal teams to ensure seamless onboarding and service delivery.
The role also involves monitoring client portfolios, preparing performance reports, supporting compliance and documentation requirements, and maintaining accurate records. The executive will collaborate closely with sales, finance, and advisory teams to ensure high-quality client experiences and operational efficiency.
Qualifications & Requirements
- Bachelor’s degree is compulsory in Finance, Commerce, Business Administration, Banking & Insurance, Economics, or a related field.
- Minimum 1–3 years of relevant professional experience in wealth management, banking, financial advisory, investment services, insurance, or related sales and operations roles.
- Strong knowledge of Financial Planning and Finance to assess client needs, develop strategies, and support long-term wealth goals.
- Proficiency in Investment Management and Investment Products, including the ability to understand and monitor diversified portfolios based on client risk profiles.
- Good understanding of Insurance products and their role in comprehensive financial and risk management planning.
- Experience in client acquisition, relationship management, sales, and business development within financial services will be preferred.
- Excellent communication, presentation, negotiation, and client relationship management skills, with the ability to explain financial concepts clearly to clients.
- Strong analytical, numerical, and problem-solving abilities, with excellent attention to detail.
- Knowledge of financial documentation, KYC, compliance, and regulatory requirements is preferred.
- Professional certifications such as NISM, CFP, CFA, or relevant financial certifications will be an advantage.
- Ability to work collaboratively with cross-functional teams while managing multiple client engagements and achieving sales and performance targets.
- Proficiency in MS Excel, CRM systems, and basic financial reporting will be an added advantage.
Key Requirements:
🎓 Bachelor’s Degree – Mandatory
💼 1–3 Years Relevant Experience – Mandatory
📍 Location: Malad West Mumbai
🏢 Work Mode: On-site
💰 Role: Sales + Wealth Management + Operations
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