05/11 Shruti
HR Generalist at INDwealth

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INDwealth - Digital Wealth Manager - Digital Sales (1-5 yrs)

Gurgaon/Gurugram Job Code: 862229

We are looking for a Digital Wealth Manager to build and preserve trusting relationships with our customers. We'll rely on our wealth management team to find ways to outperform our competition and maintain our company's positive image by providing the best solution to the financial needs of the clients. To succeed in this role, the individual should be an excellent communicator, able to work with sales and marketing teams and build rapport with customers. We also expect the individual to be a strategic thinker with an analytical mind and strong problem-solving skills.

A Digital Wealth Manager is required to interact with customers for the most part of his/her day. The job also requires thorough financial and Mutual funds sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies that employers look for are:

- Excellent people management skills

- Client-driven with a strong focus on the quality of service.

- Strong interpersonal communication skills.

- An Excellent understanding of financial planning, wealth management, MF industry & understanding client needs.

- Ability to analyze and research information

- Ability to explain complex information clearly and simply

Key Responsibilities

- Provide strategic advice across a variety of financial products and services.

- Guide clients towards a profitable and secure financial decision using INDmoney platform.

- Convert and build AUM

- Build effective relationship with clients to retain and develop sustainable relationships.

- Do regular reviews with clients to understand their current & long-term needs and advise them on the services that help them achieve their goals.

- Through disciplined portfolio management, develop strategies to increase wallet share of existing clients & actively manage a prospect pipeline.

- Resolve customer complaints quickly and effectively

- Aim to preserve customers and renew contracts

- Approach potential customers to establish relationships

- Gain solid knowledge of competitors.

What does INDmoney bring to the table :

Apart from monetary benefits, we offer

- Informal work culture.

- Freedom to experiment on new ideas and technologies.

- A highly motivated work environment where you learn exponentially and grow with the organization.

- An opportunity to create an impact on a large scale.

Women-friendly workplace:

Maternity and Paternity Benefits

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