Wealth Sales RM

• Must be currently based out of Gurugram / Delhi /NCR
• Min 1year Experienced wealth manager with a portfolio of clients.
• Fresh Post Graduates with NISM series VA will also be considered.

• Source new clients for wealth management and other financial products.
• Effectively maintain client relationships with followup 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 seniorlevel management to understand customer needs maximize retention and growth and communicate learnings.
• Maintain existing customer success metrics and data as directed.

• 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
• Excellent communication skills especially verbal

• Must be currently working/based out of Gurugram/ Delhi/ NCR
• 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

Perks and Benefits

sales,wealth management,relationship-building