Key Responsibilities:
Client Acquisition & Business Development
New Client Acquisition
Networking & Prospecting
Onboarding & Fresh Investments
AUM Management & Growth
Fresh Investments
AUM Responsibility
Portfolio Diversification
Client Relationship Management & Servicing
Client Engagement
Ongoing Client Servicing
Quarterly Client Meetings
Continuous Learning & Knowledge Enhancement
Stay Informed
Product Knowledge
Ethical Sales Practices & Data Security
Avoid Mis-selling
Confidentiality & Data Security
Client Solutioning & Need-Based Advisory
Customized Financial Solutions
Holistic Advisory
Sales Target Achievement & Business Growth
Meet Sales Targets
Cross-Selling & Upselling
Professional Conduct & Company Policies
Dress Code & Professionalism
Focus on Company Business
Qualifications
* Financial Planning and Investment Management skills
* Experience in Investments, banking and Finance
* Insurance knowledge
* Strong analytical and problem-solving skills
* Excellent interpersonal and communication skills
* Relevant certifications such as CFA, CFP, or equivalent
* Master's degree in Finance, Economics, or related field
Requirements
* 2+ years of Financial Services experience
* 2+ years of experience in Sales
* Master's Degree
Pay: ₹35,000.00 - ₹60,000.00 per month
Benefits:
- Cell phone reimbursement
- Health insurance
- Internet reimbursement
- Leave encashment
- Paid sick time
Application Question(s):
- How many years of experience you have in financial services, Wealth management, B2C sales?
Experience:
Work Location: In person
