About the job

Role Description:

We are seeking a highly analytical and creative Senior Wealth Management Associate to join our dynamic team. The ideal candidate will focus on driving business for our wealth management services, building long term associations and ensuring high levels ofcclient satisfaction.

Responsibilities:

Consult customers on Mutual funds, Stocks & Investing.
Develop a complete understanding of the AssetYogi platform (web/app), customer journey, and wealth offerings.
Be the go-to person for platform demos, onboarding, and issue resolution for both clients and team.
Acquire and provide end to end onboarding support for customers for Wealth Management Services.
Explain product details and resolve customer queries.
Develop trust & high engagement with customers to build long term associations, referrals, and repeat usage.
Plan and execute marketing campaigns, contests, and incentive programs.
Share market insights with marketing, sales & product teams for help improve product & increase client conversion rates.
Specialized training related to Mutual Funds, Stock Markets, and the AssetYogi platform will be provided.

Requirement:

Sound knowledge of mutual funds, stock markets and industry trends.
Excellent communication and interpersonal skills.
Analytical mindset to interpret business data.
Working knowledge of MS-Office.
Ability to multi-task, prioritize and manage time effectively.
Goal oriented with strong sales acumen.
Background or interest in Finance Or Share Market is a huge plus.

Education, Qualification, and Compensation:
Experience: 2-5 years in sales of Financial Products Or Services - Mutual funds, Banking, Insurance, Sto
cks etc. Min.
Educational Qualification: Gradu ation in any field. Degree/Diploma in Finance is preferred. NIS M
Series V-A Certification: Candi date required to pass the exam immediately upon joining. Candidates already certified will be preferred. Compe
nsation: As pe r industry standards. Other than salary, Health and Accidental Insurance are covered.

Earn certifications in these skills

Who can apply

Only those candidates can apply who:

1. have minimum 2 years of experience

Salary

Probation:

Duration:

Salary during probation:

After probation:

Annual CTC: Competitive salary

Number of openings

Editor’s note

Information above is Internshala's interpretation and paraphrasing of what we found on the shared link.

Senior Wealth Associate