Wealth Management Specialist
22 hours ago
About the Job:
Hireginie Talent Cloud Pvt Ltd is seeking an experienced Investment Advisory Expert to join our team as an Investment Specialist (VRM). In this role, you will be responsible for helping high-net-worth clients achieve their financial goals.
Key Responsibilities:
- Becoming a trusted advisor and 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.
- Mastery of the market by leveraging analytical skills to research and explain complex financial information in a clear and concise manner.
- Detailed delivery of 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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