Senior Talent Acquisition Specialist at Refier
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Associate Wealth Manager - Sales - Investment Products (8-12 yrs)
We are looking for an ambitious professional who wants to build their career in Wealth Management and grow with us in our success journey.
Key Responsibilities
- The candidate will be responsible for customer acquisition and lead conversion through calls, working with channel partners, creating interest and qualifying Prospects.
- Daily calling of leads generated through marketing
- 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
What We Offer You :
- Young and fast-growing company with a healthy work-life balance
- Lean structure and no micromanagement. You get to own your work
- The company just turned one so you get a seat on a rocketship that's just taking off!
- High focus on Learning & Development and monetary support for relevant upskilling
- Competitive compensation along with equity ownership for wealth creation
Skills Required :
- Bachelor's degree in Management or Finance. MBA is a plus
- Have an understanding of the wealth segment and product offerings (2-4 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, and investment advisory preferred.
- Ability to pitch a product offering using social media networks and other digital marketing methods
- Should be a team player
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