Investment Advisory Expert
1 week ago
About Us:
We are Hireginie Talent Cloud Pvt Ltd, a leading provider of innovative financial solutions. We are seeking an experienced Wealth Management Specialist to join our team as an Investment Specialist (VRM). In this role, you will play a key part in helping high-net-worth clients achieve their financial goals.
Your Key Responsibilities:
- Becoming a trusted advisor, guiding pre-qualified clients with a minimum portfolio size of - 50 lakhs through personalized investment solutions, focusing on our company's PMS and MF strategies.
- Driving conversions by engaging with high-intent inbound leads generated through our Wealth Monitor app (around 150 calls per month) and converting them into successful investments.
- Developing client relationships by building rapport, understanding individual needs and asset allocation, and ensuring clients fully comprehend their investment journey.
- Championing compliance by strictly adhering to KYC/AML and other regulatory requirements.
- Mastering the market by leveraging your analytical skills to research and explain complex financial information in a clear and concise manner.
- Delivering exceptional service by prioritizing client satisfaction and going the extra mile to exceed expectations.
Requirements:
- An experienced wealth professional with a minimum of 2 years of sales experience in financial services (retail banks, investing fintechs, AMCs, etc.).
- A communication virtuoso with excellent communication and presentation skills to engage and educate clients.
- An investment adept with deep knowledge of either mutual funds, stocks, or PMS, with the ability to translate complex financial concepts into layman's terms.
- A client champion who is highly organized and proactive, with a strong focus on building and maintaining successful client relationships.
- A compliance maestro with a commitment to adhering to all regulatory requirements.
Salary: The estimated salary for this position is ₹8,00,000 - ₹12,00,000 per annum, depending on experience.
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