Job Description

Fresh graduates/ 6 months Sales experience from any stream?
Experienced wealth manager with a portfolio of clients?

Join one of the most dynamic start-ups in the wealth-tech field as wealth relationship managers. based out of our office at Mumbai. This is a field sales job, based out of Mumbai . Please apply ONLY if you are keen to take up sales as your career. For entry-level Fresh graduates (6 months of sales experience preferable) fixed salary of Rs 15000 + incentives is available. For experienced wealth managers with existing portfolios, salary is negotiable. Key Responsibilities: • Source new clients for wealth management and other financial products.
• Effectively maintain client relationships with follow-up, servicing needs & collecting regular feedback.
• Distribute various investment products to existing and new clients
• Maintain and develop customer success strategies and best practices.
• Communicate effectively with internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learnings.
• Maintain existing customer success metrics and data as directed.

Required Skills: • Some understanding of financial markets. You will be trained and certified before you can distribute financial products.
• NISM modules for distributors will be required to be cleared before starting the distribution of products.
• Smart, confident, and outgoing personality
• Very good communication skills, especially verbal

Pre-requisites: • Willing to work in a fluid environment of startups.
• Willing to excel in sales profile. This is a sales job.
• Quick learner, adaptable to changing business needs
• Multitasking skills. Must be based out of Gurugram

Workplace Type


In-Office
Employment Type


Full-Time
Experience Level


Entry-Level
Monthly Compensation


INR 15,000 - 20,000
Work Experience (years)


0 - 10 years
Education


Any Graduate
Skills


Sales


Relationship Management


Wealth Management


Communication Skills


Financial Markets


Customer Success Strategies