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14/06 Deepti
Senior Talent Acquisition Specialist at Refier

Views:9 Applications:6 Rec. Actions:Recruiter Actions:0

Associate Wealth Manager - Sales - Investment Products (8-12 yrs)

Delhi/Gurgaon/Gurugram Job Code: 218171

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

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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