Wealth Manager - Sales - Financial Services

Location : Hyderabad, Mumbai, Bangalore

Designation:- Investment Specialist

Salary: Best as per industry standard.

Role Type: Inbound Sales

Responsibilities:

- Interact with clients, around 150 p.m. booked by clients themselves via company's app, and convert these high-intent inbound leads. These will be pre-scheduled video meets (portfolio size of - 50L & above).

- Showcase Company's portfolio management approach

- Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs

- Ensure that KYC/AML and other compliance norms are strictly adhered to

- Apply strong analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources

- Provide exceptional client experience

Expectations:

- Sales experience in financial services institutions, like, retail banks, investing fintechs, AMCs etc

- Excellent communication skills.

- Deep knowledge of either mutual funds or stocks or PMS.

- Ability to explain the financial to clients in simple terms.

- High ownership and strong stakeholder management skills (both internal and external)