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21/04 Deepti
Senior Talent Acquisition Specialist at Refier

Views:9 Applications:6 Rec. Actions:Recruiter Actions:3

Associate Manager - Wealth Management - BFSI (3-4 yrs)

Delhi/Delhi NCR Job Code: 209465

What You'll Do :

- Daily calling of leads generated through marketing

- The candidate will be responsible for customer acquisition and lead conversion through calls, working with channel partners, creating interest and qualifying prospects.

- Plan and conduct special sales initiatives and events for prospective and existing Retail, HNIs / UHNIs / Corporate clients.

- Explain and educate users about Grip's offerings and its benefits

- Manage and nurture relationship with existing and potential investor to increase investment activity on the platform

Your Superpowers :

- Bachelor's degree in Management or Finance. MBA is a plus

- Have an understanding of the wealth segment and product offerings (0-2 years- work experience in investment product sales)

- Strong written and verbal communication skills and ability to pitch complex products to Retail, HNIs, family office investors would be essential

- Strong phone presence, and experience in dialling dozens of calls per day.


- Prior experience in wealth management, mutual fund distribution, investment advisory preferred.

- Ability to leverage social media platforms and other digital marketing channels to pitch product offering

- Should be a team player

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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