Wealth Manager
4 weeks ago
Wealth Manager Description (Role):
- Drive acquisition and activation of new IFAs, NDs, and Banks to achieve higher sales volumes.- Meet distributors regularly and identify potential ones to be earmarked for higher business opportunities.
- Drive sales independently of different products by regularly engaging with all the distributors for respective channels.
- Circulates fund updates and product-related information to respective partners.
- Marketing collaboration with distributors to increase EduFund's mindshare and increase visibility through various activities.
- Conduct distributor engagement programs.
- Ensure that publicity material and other literature are provided to distributors on time.
- Coordinate with other stakeholders for the smooth functioning of the business.
Specific Criteria Required For The Applicant Students:
- In-depth knowledge of Mutual Funds.
- Mandatory NISM V-A certification.
- Good excel skills
- A Positive and go-getter attitude & strong team culture.
- Willing to travel extensively.
- Should speak and write English and Hindi, knowledge of other regional languages is an added advantage.
- Minimum 3 years of relevant work experience in the financial industry.
What You Can Expect In Return:
- ESOPs basis performance.
- Health insurance.
- Statutory benefits like PF & Gratuity.
- Flexible Working structure.
- Professional development opportunities.
- Collaborative and inclusive work culture. (ref:iimjobs.com)
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