Wealth Advisor

1 week ago

Andheri East Mumbai Maharashtra, India Quantsapp Private Limited Full time

**About the role**

We are actively seeking enthusiastic go-getter to join the business team at Quantsapp. In this role, you will be responsible for acquiring, developing and retaining client relationships across India.

**What you will work on: Mutual Fund Sales**
- You engage with potential and existing clients digitally and in person if needed and help them with Portfolio re-balance or creation using our Quant Tools
- Relationship management with mapped clients for obtaining additional AUM
- Have good knowledge of the overall markets and use those points in your conversations with clients
- Help clients in their on-boarding process and offer superior service by ensuring a quick turnaround time for all customer queries regarding their investment requirements
- Be responsible for the delivery of sales targets monthly

**What We Expect**:

- Excellent communication skills
- Fair understanding of mutual funds & other financial products
- Achieve daily metrics
- Relevant experience in financial sales, mutual fund sales preferred
- Have the openness to change, embrace challenges, and continuously seek opportunities for growth and development

**Job Types**: Full-time, Permanent

Pay: ₹20,000.00 - ₹40,000.00 per month

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

**Experience**:

- mutual fund sales: 1 year (required)

Work Location: In person

**Speak with the employer**
+91 8655646022

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