Utilize company resources to develop a filing system that keeps all active sales files available digitally and in hard copy form Take the lead on organizing the resources necessary to put together high quality sales presentations Ensure the inventory of custom sales presentation materials such as brochures and presentation folders is always up to date Act as the primary customer service contact for clients who have questions about their accounts or our products Work with other departments within the company to bring in additional help on creating sales presentations when needed Job Type: Full-time Pay: ₹9,587.68 - ₹27,251.43 per month Benefits: Cell phone reimbursement Health insurance Internet reimbursement Provident Fund Education: Bachelor's (Preferred) Experience: total work: 1 year (Preferred) Sales: 1 year (Preferred) Work Location: In person
Wealth Manager (Female Only) Location: Chennai, India Company: 360acbs Industry: Financial Services / Wealth Management Job Type: Full-Time Experience: 1–4 Years (Flexible depending on candidate profile) Gender Preference: Female Candidates Only (as part of diversity hiring initiative) About 360acbs: 360acbs is a trusted name in the financial services industry, offering holistic wealth management, investment advisory, and financial planning solutions to high-net-worth individuals and businesses. We are committed to delivering personalized strategies that help our clients grow, protect, and manage their wealth. Key Responsibilities: Build and manage a portfolio of High-Net-Worth Individuals (HNIs) and Ultra-HNIs. Understand client financial goals and develop customized wealth management solutions. Recommend investment products across asset classes including mutual funds, PMS, AIFs, bonds, insurance, and other structured products. Ensure compliance with all regulatory and internal processes. Conduct regular portfolio reviews and rebalancing as needed. Achieve targets related to client acquisition, retention, and AUM (Assets Under Management) growth. Provide exceptional service and maintain strong client relationships. Collaborate with internal teams for research, product insights, and client servicing. Required Skills & Qualifications: Bachelor's degree in Finance, Commerce, Economics, or related fields. MBA/CFP/CWM certification is a plus. 1–4 years of experience in wealth management, investment advisory, or private banking. Strong understanding of financial products and investment strategies. Excellent communication, presentation, and interpersonal skills. Client-centric mindset with a passion for delivering exceptional service. SEBI RIA/NISM Certifications (Series V-A) will be an advantage. Why Join Us: Opportunity to work with a dynamic and growing team in a fast-paced environment. Competitive compensation and performance-linked incentives. Strong support structure with research, training, and back-end teams. Job Type: Full-time Pay: From ₹300,000.00 per year Work Location: In person Speak with the employer +91 9940041702