Expert Wealth Manager

1 week ago

Delhi, Delhi, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,20,00,000

Wealth Management Expert Opportunity

As a wealth management professional, you will be responsible for partnering with agents and generating business through them. You will have the opportunity to leverage your skills and experience to drive growth and success in this role.

About the Role:

  • Drive acquisition and activation of new distributors to achieve higher sales volumes.
  • Meet regularly with existing and potential partners to identify opportunities for growth.
  • Develop and implement strategies to increase sales independently of different products.
  • Circulate market updates and product information to respective partners.
  • Collaborate with partners on marketing activities to increase our visibility and market share.
  • Conduct regular engagement programs to build strong relationships with our partners.
  • Ensure timely provision of marketing materials and other literature to our partners.
  • Coordinate with stakeholders to ensure smooth business operations.

Key Requirements:

  • In-depth knowledge of mutual funds and their applications.
  • NISM V-A certification is mandatory.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills.
  • Willingness to travel extensively.
  • Fluency in English; knowledge of other languages is an added advantage.
  • Minimum 3 years of relevant work experience in the financial industry.

Benefits:

  • Performance-based ESOPs.
  • Health insurance.
  • Statutory benefits like PF & Gratuity.
  • Flexible working structure.
  • Professional development opportunities.
  • A collaborative and inclusive work environment.

About Us:

We are an early-stage platform that helps Indian parents plan for their child's higher education in advance. Our product allows families to invest for education, take education loans, and receive competitive scholarships.

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