26 Oct
|
Global Edge Elite
|
Noida
26 Oct
Global Edge Elite
Noida
Experience: 2–5 Years
Industry: BFSI / Wealth Management / Alternative Investments
Qualification: MBA in Finance/Marketing preferred
Key Responsibilities
Acquire and manage HNI/UHNI investors, family offices, and wealth management clients.
Build distribution partnerships with wealth managers, IFAs, MFDs, and RIAs.
Drive investor acquisition, repeat investments, portfolio growth, and revenue targets.
Explain investment products, risk-return profiles, and investment prospects to clients.
Maintain long-term investor relationships and ensure client satisfaction.
Coordinate with internal teams for smooth investment execution and compliance.
Requirements
2–5 years of experience in BFSI, wealth management, banking, or alternative investments.
Experience handling HNI/UHNI clients and distributor-led sales.
Robust knowledge of investment products and portfolio management.
Excellent communication, negotiation, and relationship-building skills.
AMFI/NISM certification is an added advantage.
Pay: ₹35,000.00 - ₹50,000.00 per month
Advantages:
Cell phone reimbursement
Provident Fund
Work Location: In person
📌 Client Acquisition & Investor Relations Noida
🏢 Global Edge Elite
📍 Noida