Talent Acquisition Manager at Aimpathy Consulting
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Wealth Manager - Sales - BFS (2-8 yrs)
- Acquire new customers through leads conversion
- Regularly interact with prospects and showcase them company portfolio management approach
- Have a relentless client focus and play a pivotal role in driving company proposition and strategy
- Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs
- Knowledge of mutual funds, PMS, stocks and bonds, etc
- NISM PMS Distributors certificate
- Flair for and experience in sales along with the ability to multitask
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