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Vivekam Financial Services logo

Wealth Manager Associate

0.0 - 5.0 years

2 - 6 Lacs

Hyderabad/Secunderabad

Posted:2 days ago| Platform: Naukri logo

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Skills Required

Wealth Management Relationship Management Stock Market Customer Support Financial Services Mutual Funds MS Office

Work Mode

Work from Office

Job Type

Full Time

Job Description

Looking for a candidate with a zeal for sales in the stock market. Primary responsibility is to generate leads, reach out to potential investors and identify their financial needs and position Vivekam's products. The goal is to generate compelling leads and move towards conversion of leads to subscription of Vivekam's products. Roles and Responsibilities Customer identification, Acquisition, retention and renewal. Contact prospective customers by both telephonic and personal visits. Research and create a database of leads. Vet the list of warm and cold leads constantly Reporting on daily , weekly & monthly basis to the concerned team head. Build rapport and establish long term relationships with customers. Required Candidate profile Bachelor's degree required. Candidates with prior sales experience will be mandatory. Must be well versed in Telugu & English. Eligible candidates must have facility of own transport to commute to Office. Must have completed UG in fields related to Finance/Commerce/Banking Perks and Benefits Pay will be a combination of base + performance linked which will give you long standing benefits.

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Vivekam Financial Services
Vivekam Financial Services
www.vivekam.co.in

Financial Services

Hyderabad Telangana

11-50 Employees

2 Jobs

    Key People

  • A. K. Swaminathan

    Founder & CEO

  • Neha Reddy

    Chief Financial Officer

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