Expert Wealth Managers

5 days ago

Ahmedabad, Gujarat, India beBeeWealth Full time ₹ 80,00,000 - ₹ 2,50,00,000
Unlock Your Potential as a Wealth Manager

In this pivotal role, you will drive business growth by partnering with key agents to acquire and activate new distributors. As a crucial member of the team, your primary responsibilities include:

  • Strategic Partnership Development: Collaborate with top-performing agents to identify high-impact business opportunities.
  • Relationship Building: Foster strong partnerships across channels to enhance EduFund's presence in the market.
  • Communication Expertise: Ensure seamless communication with stakeholders to facilitate smooth business operations.
  • Market Knowledge: Stay up-to-date on market trends and fund updates to provide valuable insights to partners.
Required Skills and Qualifications
  • Technical Expertise: Possess in-depth knowledge of Mutual Funds and excellent Excel skills.
  • Industry Experience: Minimum 3 years of relevant work experience in the financial industry.
  • Certification: NISM V-A certification is mandatory for this role.
  • Language Proficiency: Fluency in English and Hindi, with knowledge of other regional languages an added advantage.
Benefits

This role offers a unique opportunity for professional growth and development in the financial sector. With the right candidate, we can achieve great things together.

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