Talent Acquisition Lead at Talent Socio
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Relationship Manager - Sales - BFSI (3-12 yrs)
We are Urgently Hiring for "Client Engagement Manager", Bangalore/Noida !!!
Company : A full-stack Digital Wealth Management company (well funded, 12 years old company)
Work Location : Bangalore/Noida (WFO), 5 days in a week
Key skills : Client acquisition, Sales, portfolio Management, good understanding on Mutual funds
NOTE : Preferring candidates only from wealth/Asset Management companies dealing with Mutual Funds/ETF/Bonds should interested in sales
Years of exp : 3+ yrs
Core Responsibilities :
- Engage with the clients regularly and conduct their portfolio reviews.
- Understand the client's goals, aims and aspirations and ensure his investment strategy is aligned with it.
- Monitor financial market trends to ensure that plans are effective, and to identify any necessary updates.
- Prepare and interpret client information such as investment performance reports, financial documents, summaries, and income projections.
- Explain the concept of financial planning to clients and work closely with clients for the creation and implementation of their financial plans
- Deep understanding of the financial products mutual funds, bonds, corporate fixed deposits, PMS & other wealth services.
- Handhold clients throughout their investment journey. Manage their emotions across different market cycles and help them avoid behavioral mistakes.
- Be an ally to clients and help them with all their financial needs/requirements
- Achieve a higher share of wallet from the clients driven solely by happy client experiences.
- Acquire new clients through referrals from existing clients, as well as lead generation and prospecting.
- Collaborate with cross-functional teams to ensure Voice of the Client is recognized and changes are made internally to accommodate them.
