Wealth Manager - Financial Services

Roles and Responsibilities :

1. Acquisition of clients for selling financial products such as Mutual Funds, Fixed Income Products

2. Generate leads from his own past experience and from his network

3. Would have to go on sales calls generated by the firm

4. Would have to do cold calling to generate leads for mutual funds and insurance

5. Would have to come up with ideas how he/ she can generate more leads

6. Managing Client Relations

7. Handling Clients queries

8. Cross Selling of Financial Products to existing Clients

Desired Candidate Profile :

1. 4 Years or more Experience in Mutual Fund and Financial Service Industry

2. Has in-depth knowledge about Indian Debt & Equity Market

3. Has Knowledge about mutual funds and client onboarding

4. Graduate with Masters or MBA in Finance.

5. Has past experience in business development and sourcing for new clients. 6. Good convincing Power & Good Communications skills both verbal and written

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

8. Entrepreneurial drive, passion and enthusiasm.