Wealth Sales Rm
7 months ago
**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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