Wealth Sales Rm

6 months ago

Gurgaon, India Goalstox Technology Private Limited 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.

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