Wealth Manager

Job Description (Role):

- Drive acquisition and activation of new IFAs, NDs, and Banks to achieve higher sales volumes.

- Meet distributors regularly and identify potential ones to be earmarked for higher business opportunities.

- Drive sales independently of different products by regularly engaging with all the distributors for respective channels.

- Circulates fund updates and product-related information to respective partners.

- Marketing collaboration with distributors to increase EduFund's mindshare and increase visibility through various activities.

- Conduct distributor engagement programs.

- Ensure that publicity material and other literature are provided to distributors on time.

- Coordinate with other stakeholders for the smooth functioning of the business.

- Specific Criteria Required For The Applicant Students.

- In-depth knowledge of Mutual Funds.

- Mandatory NISM V-A certification.

Good excel skills:

- A Positive and go-getter attitude & strong team culture.

- Willing to travel extensively.

- Should speak and write English and Hindi, knowledge of other regional languages is an added advantage.

- Minimum 3 years of relevant work experience in the financial industry.

What You Can Expect In Return ESOPs basis performance:

Health insurance.

Statutory benefits like PF & Gratuity.

Flexible Working structure.

Professional development opportunities.

Collaborative and inclusive work culture