Junior Wealth Management Associate Job Opportunity in Surat

Hey there, finance enthusiasts! If you’ve got a knack for numbers, a passion for helping people reach their money goals, and you’re looking to kickstart or level up your career in the buzzing city of Surat, listen up. Aastha Fintech Pvt Ltd is on the hunt for a motivated Junior Wealth Management Associate. This isn’t just another job; it’s a genuine chance to get your foot in the door of wealth management, working directly with clients to shape their financial futures. Perfect for go-getters ready to learn and make a real impact.

Job Overview

Aastha Fintech, a player in the financial services sector, is looking to fill a full-time position for a Junior Wealth Management Associate. This role sits right at the heart of client financial planning. You’ll be based at their modern corporate office in Surat’s upscale Vesu area, joining a team focused on building long-term client relationships and delivering smart investment strategies. Think of it as being a trusted financial guide right from the start of your career.

Key Job Details

Organization	Aastha Fintech Pvt Ltd
Job Title	Junior Wealth Management Associate
Location	307, 3rd Floor, Milestone Milagro, Nr. Someshwar Junction, University Road, Vesu, Surat – 395007, Gujarat, India
Total Vacancies	Not Specified (Apply Soon!)
Application Mode	Online
Last Date to Apply	September 3, 2025
Official Website	Copy and paste into your browser: https://www.aasthafintech.com/careers/ (Check their careers section)

Eligibility Criteria

Ready to apply? Here’s what Aastha Fintech is looking for:

• Education: You absolutely need a Bachelor’s degree. Fields like Finance, Economics, Business Administration, or anything closely related are ideal.
• Experience: This is key. You must have at least 1 year of hands-on experience working in the financial services sector. This could be in banking, insurance, mutual funds, stockbroking, or financial advisory.
• Skills: You need to be a strong communicator – both talking and writing clearly. Building rapport with clients is crucial, so top-notch interpersonal skills are a must. You should also have a decent grasp of sales principles and client handling. Being comfortable with numbers and financial concepts goes without saying!
• Technical Bonus: If you’ve used Customer Relationship Management (CRM) software before, or any financial planning tools, definitely highlight that. It gives you an edge.

Got Extra Experience? If you’ve actually sold financial products (like insurance policies, mutual funds, etc.) or have previous experience specifically in wealth advisory, your application will likely move up the pile. A solid understanding of different market instruments (stocks, bonds, mutual funds, etc.) is also a big plus.

Selection Process

Getting this role involves a few steps designed to find the right fit:

1. Application Screening: The HR team will carefully review all submitted applications and resumes. They’ll be checking for the required experience, qualifications, and skills match.
2. Interviews: If your application shines, you’ll be called in for interviews. Expect at least one or two rounds. These will likely involve both HR (to assess your fit and career goals) and the wealth management team lead or manager (to dive deep into your financial knowledge, client approach, and problem-solving skills). Be prepared to discuss scenarios!

Important Note: Only candidates shortlisted after the initial screening will be contacted for the interview stage. Make sure your application is polished and complete!

Salary and Benefits

Let’s talk compensation. This full-time role offers an annual package (CTC – Cost to Company) ranging between ₹3.5 Lakhs and ₹7 Lakhs. Now, what does this mean?

• This range includes both a fixed salary (your guaranteed monthly pay) and a variable component (often linked to your performance against targets like sales goals or client satisfaction metrics).
• The exact offer within this band will depend on your prior experience, performance in interviews, and the specific skills you bring to the table.

Beyond the pay, you’ll be working from their corporate office in Vesu, Surat, known for its professional environment. Aastha Fintech mentions fostering a “supportive and learning-centric culture,” which suggests opportunities for training and professional development – essential for growth in finance.

Important Dates

Mark these deadlines in your calendar:

• Application Start Date: Likely open now (since posted August 4, 2025).
• Last Date to Apply: September 3, 2025. Don’t wait until the last minute!
• Interview Dates: Will be communicated directly to shortlisted candidates after the application deadline closes.

How to Apply

Applying is straightforward and done entirely online:

1. Visit the Careers Page: Go to the Aastha Fintech website. Look for the “Careers” or “Join Us” section.
2. Find the Role: Browse the open positions and locate the “Junior Wealth Management Associate” role based in Surat.
3. Fill the Form: Click on the role and you’ll find an online application form. Fill in all the required details accurately. Double-check your contact information!
4. Upload Your Resume: Have an updated resume ready in PDF or Word format. Make sure it clearly highlights your relevant education, your 1+ year of financial sector experience, and any key skills mentioned (communication, client handling, sales, technical tools).
5. Review and Submit: Carefully review all the information you’ve entered. Once you’re sure it’s correct, hit the submit button before the September 3rd deadline.

Application Fee: The original job posting doesn’t mention any application fee. It should be free to apply.

Important Links

To apply, copy and paste this URL into your browser: https://www.aasthafintech.com/careers/ (Navigate to the Junior Wealth Management Associate – Surat listing)

While a specific “notification” link wasn’t provided, all details should be available on the careers page listing for this role. Keep an eye out on their site.

Cinematographer Job Opening at Right Health India (Pune & Mumbai)

FAQs

Here are answers to some common questions:

Q1: What does a Junior Wealth Management Associate actually do day-to-day?
A: You’ll be building relationships with clients, understanding their financial situation and goals (like saving for retirement, a child’s education, or buying a house), recommending suitable investment products, conducting regular check-ins to review their portfolio performance, explaining how markets might affect them, and helping them stay on track. It’s about guidance and ongoing support.

Q2: I only have 1 year of experience in a bank teller role. Does that count?
A: Possibly! The requirement is 1 year in the “financial services sector.” Bank teller experience demonstrates client interaction and familiarity with financial systems. Highlight any relevant skills like customer service, attention to detail, and basic product knowledge in your application. Emphasize your eagerness to move into advisory.

Q3: Is the salary purely commission-based?
A: No, the ₹3.5 to ₹7 LPA is a CTC (Cost to Company), meaning it includes both a fixed base salary and a variable component (like commissions or bonuses) based on your performance. Your offer letter will specify the exact split.

Q4: I live in Mumbai/Ahmedabad/Vadodara. Can I apply, and will relocation help be provided?
A: Yes, candidates from outside Surat are welcome to apply. However, the job posting does not mention any relocation assistance (like reimbursement for moving costs or temporary housing). You will need to be willing and able to relocate to Surat at your own expense for this on-site role. Factor this into your decision.

Q5: What kind of training can I expect after joining?
A: While specifics aren’t listed, the mention of a “supportive and learning-centric culture” strongly suggests new hires receive training. This likely covers company products and processes, wealth management best practices, compliance regulations, and effective use of their internal CRM and financial tools.

Disclaimer: This article is created based on the provided job details for informational purposes only. While we strive for accuracy, the official notification on the Aastha Fintech Pvt Ltd website (https://www.aasthafintech.com/careers/) is the sole authoritative source. Always refer to the official careers page for the most current information, detailed eligibility, exact application procedures, and any potential updates before applying. We are not affiliated with Aastha Fintech Pvt Ltd and do not handle the recruitment process.