About the job

Key responsibilities:

1. Client relationship management - Act as a primary point of contact and build long-term, trusted relationships with clients and their families for their advisory and servicing needs.
2. Wealth Advisory - Monitor client portfolios and assist in portfolio rebalancing through goal-based investing. Develop and maintain customized financial and investment plans for clients.
3. Client Service & Operations - Ensure smooth onboarding of new clients and completion of KYC and compliance requirements. Drive timely execution of transactions. Resolve client queries, complaints, and service requests promptly and professionally.
4. Compliance & Risk Management - Manage mandatory compliance and reporting requirements.

Skill(s) required

English Proficiency (Spoken) Financial Modeling Financial planning Financial Services Investing MS-Excel

Earn certifications in these skills

Who can apply

Only those candidates can apply who:

1. have minimum 1 years of experience

2. are from Bangalore only

Other requirements

1. MBA, https://jobeax.com/link/ZrBIZ59t5D5W9yrg, CFA, CFP, NISM certifications, or equivalent qualifications are preferred.

2. Excellent relationship management and communication skills.

3. Strong analytical and financial planning capabilities.

Salary

Probation:

Duration:

Salary during probation:

After probation:

Annual CTC: ₹ 3,00,000 - 5,00,000 /year

Number of openings

2

About Yadnya Investments

We are a personal finance company headquartered in Pune, started in September 2016. Our mission is to democratize financial literacy and make robust financial planning accessible to every Indian.

Activity on Internshala

Hiring since September 2026

1 opportunity posted

Additional Questions

Sign up to continue

Candidate sign up

Sign up/ Login with Google

Sign up with Email

OR

By continuing as a candidate, you agree to our T&C .

Already registered? Login