Wealth Manager - Sales - Financial Services (2-15 Yrs)

Location : Hyderabad, Mumbai, Bangalore
Designation:- Investment Specialist
Salary: Best as per industry standard.
Role Type: Inbound Sales
Responsibilities:
- Interact with clients, around 150 p.m. booked by clients themselves via company's app, and convert these high-intent inbound leads. These will be pre-scheduled video meets (portfolio size of - 50L & above).
- Showcase Company's portfolio management approach
- Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs
- Ensure that KYC/AML and other compliance norms are strictly adhered to
- Apply strong analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources
- Provide exceptional client experience
Expectations:
- Sales experience in Financial Services institutions, like, retail banks, investing fintechs, AMCs etc
- Excellent communication skills.
- Deep knowledge of either mutual funds or stocks or PMS.
- Ability to explain the financial to clients in simple terms.
- High ownership and strong stakeholder management skills (both internal and external)