Wealth Sales Rm

7 months ago


Gurgaon, India Goalstox Technology Full time

**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.

Workplace Type
- In Office

Employment Type
- Full-Time

Industry Type
- Banking / Financial Services / Broking

Seniority Level
- Entry-Level

Annual Compensation

INR 2,50,000 - 3,25,000

Work Experience(in years)
- 1 - 10 years

Education
- Any Graduate

**Skills**:
Sales

Wealth Management

Relationship-Building


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