Recruitment Trainee at Hireginie talent cloud
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Wealth Manager - Sales - Bank (2-8 yrs)
AboutRole-
- Your primary responsibilities will encompass facilitating a comprehensive understanding of Organisation's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment endeavors.
- Have good knowledge of the overall markets and use those points in your conversations with clients
- Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.
- Showcase Organisation's portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments.
- Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team.
- Guide clients thoroughly on their Tax liabilities when exiting or entering into funds.
- Maintain good relationships with your existing clients for investing more into different products which we offer.
Must Have:
- Min 2 years of sales experience in financial services like retail banks, investing fintechs, AMCs etc.
- Excellent communication skills.
- NISM Mutual Funds & PMS Distributors certificates
