About the job: Key responsibilities: 1. Manage relationships of an existing portfolio of clients to up-sell and cross-sell various advisory products with the main focus on acquiring new customers 2. Handle and manage clients for all sorts of investment needs 3. Generating cross-sell revenue and doing 360-degree financial planning by wealth management Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 2,00,000 - 3,00,000 /year Experience: 1 year(s) Deadline: 2025-07-07 23:59:59 Skills required: MS-Office, MS-Excel, English Proficiency (Spoken) and Sales About Company: We are working as a wealth advisory firm, especially in mutual funds and other financial services. Apart from goal planning, we offer financial planning, etc.
As a Wealth Management Consultant at our firm, you will be responsible for working on equity & capital markets, wealth and portfolio management, financial planning, and Investment management framework. Your role will involve participating in activities for comprehensive customer acquisition & engagements, targeting investors, HNIs, family offices, and corporates. You will be expected to upsell our entire range of wealth management products and services, with the goal of creating, generating, and aggregating large Assets Under Management (AUM) under your individual capacity. In this position, you will need to have a strong understanding of equity, commodity, and F&O capital markets, as well as mutual funds and insurance for tax planning purposes. Your expertise in these areas will be crucial in providing valuable insights and guidance to our clients. About Company: We are a wealth advisory firm specializing in mutual funds and other financial services. In addition to goal planning, we offer comprehensive financial planning services to our clients, helping them secure their financial futures.,