HR at Shrek Solutions
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Wealth Manager - Sales - Investment Products (3-4 yrs)
Position Name : Wealth Manager
Salary In LPA : Upto 10L LPA
Experience : 3+ years
Job Type : Full Time
Location : Gurgaon/Gurugram, Bangalore
Qualification : Any Graduate
Work Nature : Office
Vacancy : 1
What You will Do :
- Build, own, and manage relationships with investors looking to invest in investment products
- Own customer acquisition and lead conversion through calls, working with channel partners, and qualifying prospects.
- Work closely with both internal and external stakeholders to increase investment activity on the platform
- Drive AUM on the platform by deepening existing relationships and building new relationships by establishing HNI, advisory and institutional channels.
- Act as an advisory to the investors to advise and cross-sell products by understanding investible corpus and risk appetite of the investors
- Be the Face of the company for the investors, and the Voice of the investors for the company.
Your Superpowers :
- Minimum 3+ years of Experience
- Prior experience in wealth management and sales of financial products is a must.
- Exceptional ability to pitch complex products to retail investors, HNIs, and family offices
- Understanding of basic investment and financial concepts is essential .
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