Wealth Sales RM

You will be joining one of the most dynamic start-ups in the wealth-tech field as a Wealth Relationship Manager based out of our office in Gurugram. As a Wealth Relationship Manager, your responsibilities will include: - Sourcing new clients for wealth management and other financial products. - Effectively maintaining client relationships by following up, servicing their needs, and collecting regular feedback. - Distributing various investment products to existing and new clients. - Maintaining and developing customer success strategies and best practices. - Communicating effectively with internal and external senior-level management to understand customer needs, maximize retention and growth, and communicate learnings. - Maintaining existing customer success metrics and data as directed. To excel in this role, you should possess: - Some understanding of financial markets. You will receive training and certification before distributing financial products. - Clearing NISM modules for distributors before starting product distribution. - A smart, confident, and outgoing personality. - Excellent communication skills, especially verbal. Basic Min Criteria for this role include: - Currently based out of Gurugram / Delhi / NCR. - Minimum 1-year experience as a Wealth Manager with a portfolio of clients. - Fresh Post Graduates with NISM series - VA will also be considered. Pre-requisites for this position are: - Currently working or based out of Gurugram / Delhi / NCR. - Willingness to work in a fluid startup environment. - Willingness to excel in a sales profile as this is a sales job. - Quick learner, adaptable to changing business needs. - Strong multitasking skills. This role offers a Fixed Salary with Incentives and a flexible work environment. It is a Full-Time position in an In-Office setting within the Banking / Financial Services / Broking industry. The annual compensation ranges from INR 250,000 to 325,000. Education required for this role is Any Graduate, and the desired skills include Sales, Wealth Management, and Relationship-Building.,