Senior Wealth Associate

1 week ago

Dwarka Delhi India, IN Asset Yogi Full time

Role Description:

We are seeking a highly analytical and creative Senior Wealth Management Associate to join our dynamic team. The ideal candidate will focus on driving business for our wealth management services, building long term associations and ensuring high levels of client satisfaction.

Responsibilities:

  • Consult customers on Mutual funds, Stocks & Investing.
  • Develop a complete understanding of the AssetYogi platform (web/app), customer journey, and wealth offerings.
  • Be the go-to person for platform demos, onboarding, and issue resolution for both clients and team.
  • Acquire and provide end to end onboarding support for customers for Wealth Management Services.
  • Explain product details and resolve customer queries.
  • Develop trust & high engagement with customers to build long term associations, referrals, and repeat usage.
  • Plan and execute marketing campaigns, contests, and incentive programs.
  • Share market insights with marketing, sales & product teams for help improve product & increase client conversion rates.
  • Specialized training related to Mutual Funds, Stock Markets, and the AssetYogi platform will be provided.

Requirement:

  • Sound knowledge of mutual funds, stock markets and industry trends.
  • Excellent communication and interpersonal skills.
  • Analytical mindset to interpret business data.
  • Working knowledge of MS-Office.
  • Ability to multi-task, prioritize and manage time effectively.
  • Goal oriented with strong sales acumen.
  • Background or interest in Finance Or Share Market is a huge plus.


Education, Qualification, and Compensation:

  • Experience: 0-3 years in sales of Financial Products Or Services - Mutual funds, Banking, Insurance, Stocks etc.
  • Min.Educational Qualification: Graduation in any field. Degree/Diploma in Finance is preferred.
  • NISM Series V-A Certification: Candidate required to pass the exam immediately upon joining. Candidates already certified will be preferred.
  • Compensation: As per industry standards. Other than salary, Health and Accidental Insurance are covered.

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