
Expert Financial Strategist
1 week ago
Job Role Summary
A key player in our organization, the Wealth Manager drives business growth by partnering with agents. They must be proactive and have a strong network of distributors.
Primary Responsibilities
- Drive acquisition and activation of new financial advisors, dealers, and banks to boost sales volumes
- Regularly meet distributors to identify potential high-value opportunities
- Engage with distributors across various channels to promote different products
- Share fund updates and product information with partners
- Maintain collaboration with distributors for marketing activities
- Conduct distributor engagement programs
- Circulate promotional materials to distributors on time
- Coordinate with other stakeholders for seamless business operations
Necessary Competencies
- In-depth knowledge of Mutual Funds
- Hold NISM V-A certification (mandatory)
- Strong Excel skills
- Positive attitude and strong team culture
- Ability to travel extensively
- Proficiency in English and Hindi; additional regional language skills are an asset
Requirements
- Minimum 3 years of experience in the financial sector
What We Offer
- Performance-based ESOPs
- Health insurance
- Statutory benefits like PF & Gratuity
- Flexible working structure
- Professional development opportunities
- Collaborative and inclusive work environment
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