Wealth Manager - Sales - Bank (2-8 yrs)

AboutRole-

- Your primary responsibilities will encompass facilitating a comprehensive understanding of Organisation's Portfolio Management Service and Mutual Fund investment strategies, ultimately guiding clients in their investment endeavors.

- Have good knowledge of the overall markets and use those points in your conversations with clients

- Evaluate customer requirements and asset distribution, actively initiate communication with the customer to confirm a thorough comprehension of their financial needs and future wealth management objectives.

- Showcase Organisation's portfolio management approach of fund selection, investment strategies, risk management and guide them on future investments.

- Help clients in their onboarding process by coordinating with multiple stakeholders like the operations team, product team and tech team.

- Guide clients thoroughly on their Tax liabilities when exiting or entering into funds.

- Maintain good relationships with your existing clients for investing more into different products which we offer.

Must Have:

- Min 2 years of sales experience in financial services like retail banks, investing fintechs, AMCs etc.

- Excellent communication skills.

- NISM Mutual Funds & PMS Distributors certificates