Management Trainee

About WealthBees

WealthBees is a personalised financial services firm based in Lucknow, committed to keeping the client first. Driven by technology but rooted in trust and integrity, we believe everyone should be empowered to make the best possible financial decisions and make their money work for them. Our services span financial planning, wealth management, taxation, estate planning, loans and insurance, supported by the WealthBees app that puts a client's portfolio in their pocket.

About the Role

We are hiring Management Trainees for a 6-month programme that combines finance, sales and marketing. You will work directly alongside the Senior Wealth Manager, learn how a wealth management business is run end to end, and handle real clients under guidance. On successful completion, high performers will be considered for the role of Assistant Manager.

Key Responsibilities

• Client Handling & Wealth Management
• Assist the Senior Advisor in managing relationships with individual clients.
• Help prepare financial plans, portfolio reviews and investment recommendations across mutual funds, SIFs, equity holdings, and other products.
• Support clients with onboarding, documentation, transactions, SIPs, redemptions, and regular portfolio updates.
• Respond to client queries promptly and build long-term trust.
• Sales & Business Development
• Identify, approach, and convert prospective clients through referrals, networking, events, and digital channels.
• Conduct introductory meetings and present WealthBees' services under supervision.
• Maintain a lead pipeline and follow up consistently.
• Contribute ideas and execution towards expanding the business, including new client segments and partnerships.
• Marketing
• Support content creation for LinkedIn, Instagram, YouTube, and other channels, including investor education material.
• Assist in planning and running client events, webinars, and campaigns.
• Help with newsletters, product explainers, and client communication.
• Operations
• Learn and support day-to-day operations: KYC, account opening, compliance documentation, and reporting.
• Maintain client records, review trackers, and dashboards.
• Coordinate with AMCs, RTAs, and other partners as needed.

What You Will Learn

You will be mentored by industry experts with 20+ years of experience in the financial industry, gaining practical exposure to:

• Wealth management and portfolio construction
• Client acquisition, relationship management, and retention
• Sales strategy and business expansion
• Marketing for financial services
• Operations, compliance, and regulatory practice

Qualifications

• Graduate or postgraduate (MBA / PGDM in Finance or Marketing preferred; BBA, B.Com, M.Com, CA Inter or similar also welcome).
• Freshers and candidates with up to 1–2 years of experience.

Skills & Attributes

• Strong interest in finance, investing, and wealth management.
• Excellent communication and interpersonal skills in English and Hindi.
• Comfortable with sales and client-facing work; confident, persuasive, and ethical.
• Analytical mindset and good working knowledge of Excel and MS Office.
• Basic understanding of mutual funds and capital markets is an advantage.
• Self-motivated, organised, eager to learn, and willing to take ownership.
• Integrity and a client-first attitude.

Certifications

• Must be willing to obtain the required NISM / AMFI certification for mutual fund distribution within the training period.

How to Apply

Send your resume along with a short note explaining why you want to build a career in wealth management to aakarshita@wealthbees.in

Subject Line: Application for Management Trainee