Deadline
Open Deadline
Location
Gurugram, Haryana, India
Salary
Compensation details will be finalized during the interview process with the selected candidate.
Details of the Organization
Octaraa is a modern wealth management platform focused on empowering Indian families. It provides a unified ecosystem for investments, financial insights, and long-term planning. The platform supports investments across mutual funds, fixed deposits, bonds, and other assets. Octaraa emphasizes transparency, ethical advisory, and goal-based financial planning.
Details of the Job/Internship
Octaraa is hiring a Wealth Advocate with 2–5 years of experience in wealth management or advisory roles.
Role and Responsibilities
- Act as a financial partner to families, understanding their long-term goals and risk appetite.
- Provide unbiased investment advice based on clients’ financial plans.
- Build and maintain long-term client relationships and trust.
- Conduct financial reviews aligned with life milestones such as education and retirement.
- Educate clients on financial markets and investment strategies.
- Ensure a seamless onboarding experience for clients.
Eligibility
- Bachelor’s degree in Finance, Business, or a related field (MBA/CFP preferred).
- 2–5 years of experience in wealth management, advisory, or relationship management.
- AMFI/NISM V-A certification (mandatory or to be obtained within 30 days).
- Strong understanding of mutual funds and financial markets.
- Excellent communication and interpersonal skills.
- Client-focused and ethics-driven mindset.
Salary/Stipend
Compensation details will be finalized during the interview process with the selected candidate.
Type of Opportunity
Fulltime
Country
India
Address
Gurugram, Haryana, India
Application and Registration Details
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