01Requirements
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Graduate or Masters Degree in finance, business administration, or a related field preferred with prior experience working in a Wealth Management set up.
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Should have a proven track record of building and managing relationships with Channel Partners (IFA/MFD/RIA) minimum of 8 years.
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Should have a strong understanding of wealth management products, Debentures, AIFs, PMS, MF etc.
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Strong communication sales and a track record of achieving targets and achieving incentives.
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Should have excellent communication, presentation, and negotiation skills.
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Should have the ability to work independently and as part of a team in a fast-paced environment.
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Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.
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To maintain accurate records of client interactions and transactions in accordance with compliance standards.
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To conduct and assist in organizing seminars, workshops and other business development activities.
Perks
We are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, or age.
