Co-Founder at Midas Fintech Solutions Private Limited
Views:13 Applications:5 Rec. Actions:Recruiter Actions:5
Midas Fintech Solutions - Wealth Manager (0-3 yrs)
Job Responsibilities :
- Identifying and acquiring new clients through existing network as well as through cold calls
- Proactive and agile in scouting leads, arranging meetings, preparing sales pitch/deck and presenting the same to the client
- Maintaining and nurturing existing relationships.
- Directly responsible for interacting and engaging with Clients on a regular basis as well as managing day to day business and operations.
- Ensure successful & hassle-free onboarding for clients
- To be the single point of contact for client support and ensure highest level of client servicing by promptly responding and resolving clients- queries, if any
- Responsible for individual revenue generation
- Directly responsible for interacting and engaging with Clients on a regular basis and keeping them aware about performance reports, MIS etc
- Keeps abreast with the emerging trends in the wealth management industry
Required skills & Experience :
- Graduate / Post-Graduate with 2-3 years of experience in sourcing and managing client relationships in financial industry
- Strong understanding of the Capital Markets & knowledge of Mutual Funds, Insurance, Equity, Debt Markets
- Strong communication and inter-personal skills
- Self-starter with Innovative & entrepreneurial mindset
- Passionate for meeting new people, networking & build long term professional relationships
- Micro-manager with attention to detail
- Client centric approach which would allow him/her to solicit, acquire and act on information from customers concerning their current and future needs,
- Preference would be given to candidate with strong existing client connects
- Preference would be given to NISM certified Investment Advisor
- Open to travel, if required
- Proven experience of managing a large portfolio of clients and building senior level relationships
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
