Wealth Advisor - Mutual Fund (Immediate Joiner)

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 Wealths quant tool offering for investing in Mutual Funds.

What you will work on: Mutual Fund Sales

• 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
• Be responsible for the delivery of sales targets monthly

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

Interested candidates can share their resume on karishma.meshram@quantsapp.com or contact on 8655646022