<p><strong>About Welfin</strong></p> <p>Welcon Financials Pvt. Ltd., hereinafter referred to as Welfin, is a wealth management and allied services company established in August 2015 and headquartered in Kolkata. It has branches in Bangalore, Delhi and Guwahati. It also has business associates in various districts of West Bengal, Delhi and Assam.</p> <p>Welfin has a workforce strength of forty-seven comprising professionally qualified Certified Financial Planners (CFP), Chartered Accountants (CA) and Company Secretaries (CS) among others. It also has on its Board of Directors a representative from XLRI, India&rsquo;s premier business education institution who provides strategic inputs towards fulfillment of business objectives and overall growth. A few shareholders in Welfin are eminent Doctors.</p> <p>Welfin has successfully acquired four thousand and five hundred customers in the last three years. The customer retention rate at Welfin is 95%. Doctors form a key chunk of Welfin&rsquo;s overall business. Scientists and IT professionals being the others.<strong>&nbsp;</strong></p> <p><strong>Welfin&rsquo;s Vision &amp; Mission</strong></p> <p>&ldquo;Improve financial well-being of households and business entities&rdquo;<strong>&nbsp;</strong></p> <p>&ldquo;To be an intermediary bridging the financial needs of households and business entities with the spectrum of offerings from financial institutions&rdquo;&nbsp;</p> <p><strong>Service &amp; Product Offerings</strong></p> <ul> <li>Financial planning</li> <li>Insurance for risk mitigation &ndash; life, health &amp; general</li> <li>Mutual funds for wealth creation</li> <li>Direct equity investments through Portfolio Management Services of SEBI recognized Asset Management Companies</li> </ul> <p><strong>&nbsp;</strong><strong>Approach</strong></p> <ul> <li>Conduct of financial awareness sessions</li> <li>One-to-one Information and requirement gathering</li> <li>Creation and execution of financial plan</li> <li>Annual review</li> </ul> <p><strong>Benefits of Engaging with Welfin</strong></p> <ul> <li>Obtaining complete knowhow of all matters related to personal and business finance</li> <li>Informed and guided decision making</li> <li>Holistic assessment and tailor made solutions</li> <li>Product neutrality</li> </ul> <p><strong>Outcome</strong></p> <p>Financial well-being aided by a well-balanced and protected investment portfolio</p> <p>We are looking at candidates preferably from a financial services background who could work full or part-time on the ground or off to promote sales. English and Kannada Language proficiency is a must for positions in Bangalore.</p>