Fresh graduates/ 6 months Sales experience from any stream?
Experienced wealth manager with a portfolio of clients?
Join one of the most dynamic start-ups in the wealth-tech field as wealth relationship managers. based out of our office at Mumbai.
This is a field sales job, based out of Mumbai. Please apply ONLY if you are keen to take up sales as your career.
For entry-level Fresh graduates (6 months of sales experience preferable) fixed salary of Rs 15000 + incentives is available.
For experienced wealth managers with existing portfolios, salary is negotiable.
Key Responsibilities:
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Source new clients for wealth management and other financial products.
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Effectively maintain client relationships with follow-up, servicing needs & collecting regular feedback.
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Distribute various investment products to existing and new clients
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Maintain and develop customer success strategies and best practices.
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Communicate effectively with internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learnings.
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Maintain existing customer success metrics and data as directed.
Required Skills:
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Some understanding of financial markets. You will be trained and certified before you can distribute financial products.
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NISM modules for distributors will be required to be cleared before starting the distribution of products.
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Smart, confident, and outgoing personality
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Very good communication skills, especially verbal
Pre-requisites:
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Willing to work in a fluid environment of startups.
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Willing to excel in sales profile. This is a sales job.
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Quick learner, adaptable to changing business needs
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Multitasking skills. Must be based out of Gurugram
