19 Wealth Advisory Jobs

As an RA/RIA Partnership Manager at StockGro, you will play a pivotal role in our vision of empowering Indian millennials with investment knowledge. StockGro, India's leading stock market education platform, aims to make trading and investing accessible to all users, from beginners to seasoned traders. You will be at the forefront of identifying and collaborating with the right partners in the advisory business to drive high impact and align with StockGro's mission. Your responsibilities will include: - Identifying RIA partners who resonate with StockGro's vision and audience. - Building and maintaining relationships with financial experts, including SEBI-registered Research Analysts (RA) and Registered Investment Advisors (RIA). - Educating RAs/RIAs on StockGro's value proposition for seamless onboarding and engagement. - Demonstrating a deep understanding of various asset classes, market instruments, market participants, and AMC distribution models. - Staying updated on SEBI regulations to ensure all partnerships adhere to industry standards. - Collaborating with product teams to develop features that cater to the needs of RIA/RA partners and StockGro users. To excel in this role, you must possess: - Strong knowledge of asset classes, wealth advisory models, and SEBI regulations. - Previous experience in wealth tech, financial advisory, investment platforms, or brokerage firms. - Effective communication skills to articulate StockGro's value proposition to RA/RIA partners. - Sales and negotiation abilities to cultivate high-value partnerships. - Product acumen to offer insights for enhancing StockGro's offerings for financial advisors and users. Join us at StockGro and be part of a dynamic team dedicated to making the stock market accessible and educational for millions of Indians.,

We are seeking a Wealth Adviser with a strong background in outbound sales . The ideal candidate will have a passion for advising clients on financial products and a proven track record of handling client interactions with confidence. This role is a great opportunity for a driven individual with excellent communication skills to thrive in a fast-paced sales environment. Roles & Responsibilities Conduct outbound calls to potential clients to discuss wealth management and financial products. Advise clients on tailored financial solutions to meet their needs. Build and maintain strong client relationships through effective communication and handling. Achieve and exceed sales targets to contribute to business growth. Required Candidate Profile Experience: Professional experience in outbound sales is mandatory. Inbound profiles will not be considered. Experience in International Sales is a plus. Skills: Excellent communication skills are essential. Must have confidence in client handling . Both graduates and undergraduates are welcome to apply. Additional Information Salary: Up to ?7.5 LPA . Work Schedule: Rotational shifts . Joining: We are looking for immediate joiners . How to Apply To apply, please call 7678576452 or send your resume to [HIDDEN TEXT] .

As a Retail Wealth Advisory Sales professional, your main responsibility will be to effectively plan your daily work schedule by prioritizing leads based on the significance of the Wealth Advisory funnel and its size. Your role will involve assessing the suitability of Wealth Advisory products that align with the investing objectives of clients. It is crucial to engage with potential customers with a focus on achieving high-quality lead conversions. You will be expected to proactively follow up on leads that are assigned by the Wealth Advisory Head and provide regular progress reports along with mitigation strategies to ensure the desired outcomes. Collaboration with the Wealth Advisory Head is essential to collectively work towards achieving the objectives of Wealth Advisory. Your contribution to the team's performance will be vital, and you are encouraged to share and implement best practices that drive success. Furthermore, you will play a key role in disseminating learnings and good practices within the team to foster a culture of knowledge sharing and mutual recognition. As a prerequisite, you must hold a graduate degree and possess fluency in English, Hindi, and at least one regional language. Strong verbal and written communication skills, along with a high degree of accuracy, are essential for this role. You should be willing and capable of working additional hours occasionally to complete tasks efficiently. Attendance at company meetings outside normal working hours, typically once a month, is also expected. Immediate availability for joining is required, and knowledge of the Equities Market would be advantageous. This is a full-time, permanent position that requires in-person work at the specified location. If you are interested in this opportunity, kindly submit your CV to the provided contact number. Please note that this job description outlines the key responsibilities and requirements for the Retail Wealth Advisory Sales Role.,

Job Description: Yubi is seeking a dynamic individual to join our team as a Corporate Credit Sales Manager. In this role, you will play a crucial part in generating incremental revenue for the business by acquiring new customers and expanding existing accounts. Your primary focus will be on concluding NCD issuances with corporates, contributing significantly to the company's revenue stream. As a Corporate Credit Sales Manager, you will need to have a deep understanding of various business models, capital requirements, and propose financing solutions that cater to the specific needs of our customers. Taking full ownership of the customer's journey, you will be responsible for originating demand, collaborating with the credit team for underwriting, and finalizing documentation efficiently. Negotiation skills will be key in this role, as you will be required to secure contracts and pricing that are mutually beneficial and maximize outcomes for the organization. Additionally, representing Yubi as a market leader in Corporate credit across different platforms and engaging with customers and stakeholders will be part of your responsibilities. To excel in this position, the ideal candidate should enjoy client-facing responsibilities and the growth opportunities and challenges they present. With 4-7 years of experience in Structured finance, Due-diligence, Sales within credit funds/BFSI ecosystem/wealth advisory businesses, you should have a strong numerical acumen and the ability to identify patterns effectively. Having a solid foundation in credit/underwriting is essential for making quick and informed decisions on financing structures. Exceptional communication skills, a keen eye for detail, and the ability to thrive under pressure and tight timelines are qualities that will set you up for success in this role. Willingness to travel to manage customers across different locations is expected. Preferred qualifications include being a Chartered Accountant or a post-graduate in business. If you are looking for a challenging yet rewarding opportunity to drive corporate credit sales and be part of a company that values transparency, collaboration, and endless possibilities, Yubi is the place for you. Unleash your potential with us!,

Greetings from "APEX SERVICES" Role- Relationship Manager ( HNI ) CTC- upto-12 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: The Relationship Manager will be responsible for bringing their existing clients (Affluent Super Affluent) and building a strong client book. Building relationships with clients & educating them about Investments Maintaining client relationships and generate AUM from preferred clients. Client Acquisition as per targets and cross selling of 3rd party products Track the Affluent & Super Affluent Client segment in the market for new client Acquisition To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. Kindly reply with your updated CV on apex.pandeypankaj@gmail.com if you are interested in the mentioned Job Role. you can call also on 7068764020

StockGro, India's leading stock market education platform, is on a mission to equip users with trading and investing knowledge to succeed in the stock market. Whether you are a beginner or a seasoned trader, StockGro provides strategies from top investment managers, practice opportunities with platform currency, and access to expert and peer portfolios. The platform combines experiential learning with guidance from SEBI-registered experts, making it the go-to destination for trading and investing education. Founded in January 2020 by former venture capitalist Ajay Lakhotia, StockGro is well-funded and backed by respected investors such as General Catalyst, BITKRAFT, Roots Ventures, and prominent individuals like Kunal Shah, Vivekananda Hallekere, and Rahul Garg. With a team of brilliant minds dedicated to making 400 million Indian millennials investment-ready, StockGro boasts senior executives from companies like Sequoia, Swiggy, Glance, Airtel, Uber, and alumni from prestigious institutions such as ISB, NITs, and IIMs. As a RA/RIA Partnership Manager at StockGro, you will play a crucial role in bridging technology and subject matter expertise. Your responsibilities will include identifying the right RIA partners aligned with StockGro's vision, building relationships with financial experts, educating RAs and RIAs on StockGro's value proposition, and ensuring compliance with SEBI regulations. Additionally, you will collaborate with product teams to develop features that cater to the needs of RIA/RA partners and users. To excel in this role, you must possess strong knowledge of asset classes, wealth advisory models, and SEBI regulations. Previous experience in wealth tech, financial advisory, investment platforms, or brokerage firms is essential. Effective communication skills, sales and negotiation abilities, and product acumen are key to driving high-value partnerships and enhancing StockGro's offerings for financial advisors and users.,

Join us as a Wealth Advisory professional in India at Barclays, where we offer Trust & Fiduciary Services tailored to entrepreneurs and private clients, including Ultra High Net worth and High Net worth families and individuals. As part of our role, we provide technical expertise to identify opportunities aimed at safeguarding clients" wealth through trust & fiduciary structures and solutions. Our service portfolio encompasses administering private family trusts, employee welfare trusts, alternative investment funds, acting as a Trustee/Administrator, managing escrow mechanisms, and offering insurance solutions. To excel in the Wealth Advisory role, you will engage with various internal stakeholders, senior management, Trust & Fiduciary Front Office, Trust Operations team, accounts & tax team, auditors, as well as external stakeholders such as legal advisors, law firms, external auditors, accounting/tax consultants, and clients. Strong interpersonal skills are essential for effective communication and collaboration. Key Responsibilities: - Contribute to the Business Plan and drive financials/revenue, NNA for the Trust & Fiduciary Services business - Engage with prospects & clients to provide structuring solutions for wealth planning needs - Collaborate with India & Overseas bankers, Wealth Advisors to deliver solutions aligned with the Global Indians proposition - Build sustainable relationships with KBI, Intermediary network for effective relationship management & delivery - Support PBWM India in achieving NNA & Revenue targets - Act as a member on internal forums like the India Trusts - Business Acceptance Forum - Demonstrate client engagement skills by reviewing requirements, sourcing data, ensuring compliance, and proposing innovative solutions - Develop a comprehensive understanding of Indian Trust & Fiduciary services industry to resolve complex issues and deliver impactful solutions Desirable Qualifications: - Degree level education - Legal, Tax qualification - Trust & Estate Practitioner certification - Excellent interpersonal and communication skills - Ability to adapt to a changing environment and rapidly assimilate new information - Working knowledge of international laws relevant to Global Indian clients This role is based at Nirlon Knowledge Park, Mumbai. Purpose of the role: To oversee the development and management of specific financial products and services, providing expertise on product features, functionalities, and compliance. The role involves bridging the gap between product development, marketing, sales, and customer service. Accountabilities include: - Providing subject matter expertise on specific products/services to customers and colleagues - Identifying market trends, regulatory requirements, and potential risks to support product development - Responding to customer inquiries, resolving issues, and guiding on product usage - Presenting product advantages to potential customers and assisting in marketing efforts - Conducting training sessions, workshops, and participating in events to share product knowledge As a Vice President, expectations include: - Contributing to strategy, resource planning, and policy management - Demonstrating leadership behaviours and guiding team members through assignments - Advising key stakeholders on functional areas and risk management - Collaborating with internal and external stakeholders to achieve business goals - Creating solutions based on analytical thinking and research All colleagues are expected to uphold Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, and demonstrate the Barclays Mindset of Empower, Challenge, and Drive in their behavior.,

You are a dedicated Investment Advisor with 1-2 years of experience in wealth advisory and a solid understanding of the virtual digital asset industry. Your primary focus will be on providing exceptional service to clients and ensuring the best possible outcomes for them. In addition to this, you will take charge of generating your own leads to grow your client base. This is a full-time position with a day shift schedule. The ideal candidate should have a total of 2 years of work experience, with a preference for those who have worked in a similar role previously. The work location for this role is in person. If you are passionate about wealth management, have a keen interest in the virtual digital asset industry, and possess a drive for client satisfaction, we encourage you to apply. The application deadline for this position is 20/01/2025.,

Role & Responsibilities Team Lead (Liabilities & Wealth Management) Team & Business Management Effectively manage a team of Relationship Managers (RMs) to meet organizational goals related to liability book growth, fee income, and portfolio quality . Provide ongoing guidance, mentoring, and coaching to RMs to ensure delivery of a superior customer experience . Monitor and drive adherence to the operating rhythm cadence , ensuring regular customer interactions and relationship deepening. Customer Engagement & Service Conduct joint client meetings with RMs to support business conversions and strengthen client relationships. Manage customer complaints and service issues to ensure satisfactory closure within defined TAT . Ensure RMs connect with 100% of the mapped client base to drive comprehensive relationship coverage. Portfolio Management Focus on improving portfolio quality by ensuring correct customer segment fitment , balance growth , and cross-selling of both financial and non-financial products. Monitor attrition levels in both New-to-Bank (NTB) and Existing-to-Bank (ETB) portfolios and take preventive actions. Drive product per customer/family enhancement by coaching RMs on structured sales processes and customer profiling. Compliance & Sales Supervision Conduct regular supervisory reviews and ensure accurate customer profiling for better product alignment. Ensure mapped RMs adhere to sales and service process guidelines and are compliant with certification and training requirements . Provide investment advisory oversight , ensuring customers receive suitable and compliant recommendations. Cross-functional Collaboration Collaborate with Branch Heads, Cluster Heads, Circle Business Managers, and Product Teams (e.g., TPP, Assets, CBG, RFR) to achieve shared business goals. Partner with various stakeholders to design action plans , drive central office initiatives , and meet organizational objectives . People Development Lead recruitment and onboarding of new RMs. Ensure timely completion of mandatory certifications for all RMs. Coach and develop team to build pipeline through referrals and support NTB acquisitions .

Job Summary: The Wealth Manager is responsible for managing High Net-Worth Individual (HNI) clients by offering tailored banking and investment solutions. The role focuses on deepening client relationships, increasing wallet share, and achieving business growth across liabilities, assets, and investment products, while ensuring superior customer experience and compliance. Key Responsibilities: Relationship Management: Manage banking and investment relationships of HNI clients. Drive overall growth in liabilities and investment business. Develop and expand customer relationships with service levels that exceed client expectations. Identify and tap additional revenue opportunities in current and potential relationships. Proactively sell the full range of retail and commercial banking products. Business Development: Generate incremental business across multiple products: liabilities, retail assets, business banking, FOREX, credit cards, investments, etc. Increase CASA balances through deepening and acquisition strategies. Drive higher product and channel penetration to maximize wallet share. Customer Engagement: Ensure portfolio quality through regular client interactions and relationship value maintenance. Act as the face of the bank and the first point of contact for client servicing and sales satisfaction. Investment Advisory: Conduct financial planning and investment advisory tailored to HNI clients. Drive revenue through fee-based products like mutual funds, insurance, and structured investments. Process & Audit Compliance: Ensure all sales activities and client interactions are documented as per organizational process. Profile clients thoroughly and align products to their financial goals in line with compliance norms.

Role & Responsibilities Manage the banking and investment relationships of HNI clients and drive the overall growth of liabilities and investment business. Develop, retain, and grow high-value client relationships by delivering superior service levels and personalized financial solutions. Identify opportunities for revenue generation by deepening existing relationships and acquiring new clients. Achieve sales targets across a wide range of banking products including liabilities, retail assets, business banking, forex, credit cards, and investments . Proactively offer the full spectrum of retail and commercial banking products to enhance client wallet share. Grow CASA balances through both acquisition and relationship deepening initiatives. Drive product and channel penetration to maximize client engagement and profitability. Ensure high-quality client engagement through regular interactions and maintaining portfolio hygiene. Act as the single point of contact for clients, ensuring timely resolution of service and sales queries. Provide financial planning and investment advisory to HNI clients, aligned with their goals and risk profiles. Generate fee income by cross-selling wealth products such as mutual funds, insurance, bonds, and structured products . Ensure 100% compliance with internal processes by recording all sales activities and maintaining proper audit trails. Perform detailed client profiling to identify financial needs and deliver customized banking solutions.

Wealth relationship Manager Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. • Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: • Post graduate from a recognized institute • 5- 8 years in a relevant role/ BFSI sector • AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge of industry, technology, marketing, and product trends • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language • Ability to manage complex client situations • Ability to manage risk and uncertainty for self within a dynamic priority-setting environment • Ability to handle pressure and meet deadlines Regards, Role & responsibilities Preferred candidate profile Perks and benefits

Wealth relationship Manager Bangalore Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. • Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: • Post graduate from a recognized institute • 5- 8 years in a relevant role/ BFSI sector • AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge of industry, technology, marketing, and product trends • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language • Ability to manage complex client situations • Ability to manage risk and uncertainty for self within a dynamic priority-setting environment • Ability to handle pressure and meet deadlines Regards, Role & responsibilities Preferred candidate profile Perks and benefits

Wealth relationship Manager Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. • Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: • Post graduate from a recognized institute • 5- 8 years in a relevant role/ BFSI sector • AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge of industry, technology, marketing, and product trends • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language • Ability to manage complex client situations • Ability to manage risk and uncertainty for self within a dynamic priority-setting environment • Ability to handle pressure and meet deadlines Regards, Role & responsibilities Preferred candidate profile Perks and benefits

Looking candidatefor wealth management role with one of well established brand name Position- Wealth Manager Job Location- Mumbai Qualification- Graduate/PG in relevant field Experience- 10-20 years Salary- 25-30% hike Responsibilities: Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Routine Analyse client portfolios and make necessary suggestions. Recommend financial products. Responsible for identifying customer needs and assessing their risk appetite Provide regular updates to the immediate superior as and when required Create and enforce plans that will help meet the needs of the customer. o Educational Qualifications:Graduation / Post Graduation in any discipline o Experience: 9+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Average experience of 4+years-Inshort stable profile o Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform Skills:IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification) Must have handled book size of 100cr. Interested candidates are requested to share cv with below details Current CTC Expected CTC Notice Period Contact Shweta 9289781483 [HIDDEN TEXT] www.hrnotion.in

Dear Candidate, Greetings From "APEX SERVICES" Designation- Investment Portfolio Advisor CTC:- UPTO 12 LPA Direct Responsibilities Responsible for gathering assetsfor investment productssuch as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book . Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. 6. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Skills:- 1) Minimum Graduation 2) Should have a sound understanding / knowledge of capital markets. 3) Should be result-oriented, self-starter, proactive, good communication skills. 4) Should be certified in Equity Derivative Certificate (NISM 5 A) - Mandatory. Kindly reply with an updated CV at apex.pragati@gmail.com if you are interested in the mentioned Job Role, you can call also on 7752865344.

Wealth/ Affluent / Burgundy Relationship Manager : Gurugram / Manesar / Haryana Contact : Ms. Sneha Bhatt About Affluent Business: Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities: Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications: Optimal qualification for success on the job is: Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Sales Head to achieve sales objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise Preferred candidate profile • Graduate (Mandatory) • At least 1-3 years working within a sales environment preferably in a proactive telemarketing role in a BFSI / Finance sector. • Fluency in English, Hindi & any one regional language • Excellent communication skills verbal and written & Excellent telephone skills • High degree of accuracy • Willing and able to work extra hours on occasions to complete tasks • Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month)

Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Sales Head to achieve sales objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded likewise Preferred candidate profile • Graduate (Mandatory) • At least 1-3 years working within a sales environment preferably in a proactive telemarketing role in a BFSI / Finance sector. • Fluency in English, Hindi & any one regional language • Excellent communication skills verbal and written & Excellent telephone skills • High degree of accuracy • Willing and able to work extra hours on occasions to complete tasks • Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month)