We are looking for a energetic and client-focused Wealth Manager to join our financial services team. The role involves advising clients on suitable financial products and investment opportunities, including stock market services, mutual funds, and insurance solutions. The ideal candidate should have strong communication skills, a customer-centric approach, and the ability to build long-term client relationships.
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Key Responsibilities:
Connect with prospective and existing clients to understand their financial needs.
Promote and explain financial products including:
Stock market investment services
Mutual funds
Insurance products
Provide suitable wealth management and investment solutions.
Generate leads and schedule meetings with interested clients.
Build and maintain strong client relationships for long-term business growth.
Maintain accurate records of client interactions and follow-ups.
Achieve monthly sales and revenue targets.
Handle client queries professionally and ensure high customer satisfaction.
Follow company policies and financial compliance guidelines.
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Eligibility Criteria:
Minimum 12th Pass / Graduate preferred.
Basic knowledge of stock market, mutual funds, or insurance products is an advantage.
Freshers and experienced candidates can apply.
Good verbal communication skills in Hindi and/or English.
Robust interpersonal and client-handling abilities.