Wealth Management Trainee Job in Kolkata at Green Portfolio PMS
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Wealth Management Trainee

Green Portfolio PMS


Start date
Starts Immediately
Apply By
4 Dec' 22
Posted 3 weeks ago
Fresher Job
About Green Portfolio PMS
We are SEBI registered portfolio managers and we offer personalized goal-based investment management solutions for each user tailored to their personal goals and investment needs. Our team of research analysts provides original research for our users to invest in the equity markets.
Activity on Internshala
Hiring since November 2022
2 opportunities posted
1 candidate hired
About the job
Key responsibilities:

1. Connect with potential clients via phone, emails, chat, screen sharing, and social media platforms in an engaging way
2. Design goal-based investment strategy plans
3. Review/research and recommend a financial product


1. MBA graduates with experience between 0-1 years (MBA finance and marketing is preferred)
2. Good English communication skills
3. Knowledge/interest in the Indian equity market
4. Go-getters with a willingness to learn and get groomed as financial planners or wealth managers
5. Any certificate in the finance domain (added advantage)
6. A proactive individual with analytical skills


1. Excellent & conducive work environment
2. A platform to learn & grow, and a well-defined career progression
Skill(s) required
English Proficiency (Spoken) Financial literacy MS-Excel Sales and Marketing
Who can apply

1. Those who are from or open to relocate to Kolkata

Duration: 6 months
Salary during probation: 10,000 /month
After probation:

Annual CTC: 5 LPA

Annual CTC breakup:

1. Fixed pay: 4 LPA

2. Variable pay: 1 LPA

Informal dress code
Number of openings

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