Basic Min Criteria:
- Must be currently based out of Gurugram / Delhi /NCR
-
Min 1-year Experienced wealth manager with a portfolio of clients.
- Fresh Post Graduates with NISM series -VA will also be considered.
Join one of the most dynamic start-ups in the wealth-tech field as wealth relationship managers. based out of our office at Gurugram.
Key Responsibilities:
-
Source new clients for wealth management and other financial products.
-
Effectively maintain client relationships with follow-up, servicing needs & collecting regular feedback.
-
Distribute various investment products to existing and new clients
-
Maintain and develop customer success strategies and best practices.
-
Communicate effectively with internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learnings.
-
Maintain existing customer success metrics and data as directed.
Required Skills:
-
Some understanding of financial markets. You will be trained and certified before you can distribute financial products.
-
NISM modules for distributors will be required to be cleared before starting the distribution of products.
-
Smart, confident, and outgoing personality
-
Excellent communication skills, especially verbal
Pre-requisites:
-
Must be currently working/based out of Gurugram/ Delhi/ NCR
-
Willing to work in a fluid environment of startups.
-
Willing to excel in sales profile. This is a sales job.
-
Quick learner, adaptable to changing business needs
-
Multitasking skills. Must be based out of Gurugram
Perks and Benefits
Fixed Salary + Incentives + Flexible work environment.
