Investment Advisory Expert

1 week ago


Bengaluru, Karnataka, India Hireginie Talent Cloud Pvt Ltd Full time

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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