Senior Wealth Associate

Role Description:

Responsibilities:

• Consult customers on Mutual funds, Stocks & Investing.
• Develop a complete understanding of the AssetYogi platform (web/app), customer journey, and wealth offerings.
• Be the go-to person for platform demos, onboarding, and issue resolution for both clients and team.
• Acquire and provide end to end onboarding support for customers for Wealth Management Services.
• Explain product details and resolve customer queries.
• Develop trust & high engagement with customers to build long term associations, referrals, and repeat usage.
• Plan and execute marketing campaigns, contests, and incentive programs.
• Share market insights with marketing, sales & product teams for help improve product & increase client conversion rates.
• Specialized training related to Mutual Funds, Stock Markets, and the AssetYogi platform will be provided.
  

Requirement:

• Sound knowledge of mutual funds, stock markets and industry trends.
• Excellent communication and interpersonal skills.
• Analytical mindset to interpret business data.
• Working knowledge of MS-Office.
• Ability to multi-task, prioritize and manage time effectively.
• Goal oriented with strong sales acumen.
• Background or interest in Finance Or Share Market is a huge plus.

Education, Qualification, and Compensation:Experience:2-5 years in sales of Financial Products Or Services - Mutual funds, Banking, Insurance, Stocks etc. Min.Educational Qualification: Graduation in any field. Degree/Diploma in Finance is preferred. NISMSeries V-A Certification: Candidate required to pass the exam immediately upon joining. Candidates already certified will be preferred. Compensation: As per industry standards. Other than salary, Health and Accidental Insurance are covered.