Quantsapp - Wealth Manager (3-5 yrs)

About the role:

- We are actively seeking enthusiastic go-getter to join the business team at Quantsapp.

- In this role, you will be responsible for acquiring, developing and retaining client relationships across India.

- You will engage with our application users and facilitate a comprehensive understanding of Quantsapp Wealth's quant tool offering for investing in Mutual Funds.

- You engage with potential and existing clients digitally and in person if needed and help them with Portfolio re-balance or creation using our Quant Tools

- Relationship management with mapped clients for obtaining additional AUM

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

- Help clients in their on-boarding process and offer superior service by ensuring a quick turnaround time for all customer queries regarding their investment requirements

- Financial Planning: Conduct comprehensive financial planning assessments to understand clients' financial goals, risk tolerance, and time horizon.

- Investment Advisory: Provide expert advice on a range of investment products, including stocks, bonds, mutual funds, and alternative investments.

- Portfolio Management: Manage and optimize client portfolios to achieve their financial objectives.

- Risk Management: Monitor and mitigate investment risks, ensuring a robust risk management framework.

- Tax Planning: Advise clients on tax-efficient investment strategies to minimize tax liabilities.

- Estate Planning: Assist clients in developing comprehensive estate plans to protect their wealth and ensure a smooth transition to future generations.

- Client Relationship Management: Build and maintain strong, long-lasting relationships with clients through regular communication, proactive service, and exceptional client experiences.

What We Expect:

- Excellent communication skills

- Fair understanding of mutual funds & other financial products

- Achieve daily metrics

- Relevant experience in financial sales, mutual fund sales preferred

- Have the openness to change, embrace challenges, and continuously seek opportunities for growth and development