We are looking for candidates who has an aptitude for Inside Sales / Investor Relations / Wealth Management / Client Management - As a part of the investment advisory team, you will help our investors make informed decisions towards achieving their financial goals.
Responsibilities :
- Extend investment advise to prospects and raise capital for the listed investment opportunities
- Develop strong product knowledge and manage existing investor relationship
- Effectively manage all existing and new leads generated for you
- Partner with the investment advisors to ensure a seamless experience for the client post your initial conversations
- Collaborate cross-functionally to address client requirements
Key Skills :
- Commitment towards making our customers successful
- Excellent communication, interpersonal and telephone skills
- Ability to gather and use data
- Ability to work in a fast-paced environment
Experience :
- 3+ years of experience in inside sales (preferably with private wealth management experience)
- He / she should be from top tier colleges (IIT / IIM / BITS / NIT Preferred) WITH EXCELLENT ACADEMICS.
CTC not a constraint
We prefer candidates from Bangalore - candidates with INSIDE SALES EXPERIENCE - B2C . From any industry.
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