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13/06 Deepti
Senior Talent Acquisition Specialist at Refier

Views:10 Applications:8 Rec. Actions:Recruiter Actions:0

Wealth Manager - Sales - Bank (8-12 yrs)

Delhi/Gurgaon/Gurugram Job Code: 218057

We are hiring for Enthusiastic Wealth Manager with :

Key Responsibilities :

- The candidate will be responsible for customer acquisition and lead conversion through calls, working with channel partners, creating interest and qualifying Prospects.

- Daily calling of leads generated through marketing

- Plan and conduct special sales initiatives and events for prospective and existing Retail, HNIs / UHNIs / Corporate clients.

- Explain and educate users about Grip's offerings and its benefits

- Manage and nurture relationship with existing and potential investor to increase investment activity on the platform

Skills Required :

- Bachelor's degree in Management or Finance. MBA is a plus

- Have an understanding of the wealth segment and product offerings (2-4 years- work experience in investment product sales)

- Strong written and verbal communication skills and ability to pitch complex products to Retail, HNIs, family office investors would be essential

- Strong phone presence, and experience in dialing dozens of calls per day.

- Prior experience in wealth management, mutual fund distribution, and investment advisory preferred.

- Ability to pitch a product offering using social media networks and other digital marketing methods

- Should be a team player

What We Offer You :

- Young and fast-growing company with a healthy work-life balance

- Lean structure and no micromanagement. You get to own your work

- The company just turned one so you get a seat on a rocketship that's just taking off!

- High focus on Learning & Development and monetary support for relevant upskilling

- Competitive compensation along with equity ownership for wealth creation

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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