A legacy of 20+ years AMFI registered Mutual Fund Distributor and Financial Intermediary for various Investment & Insurance products. Amongst the top 0.5% registered Mutual Fund Distributors in India by AUM out of a total universe of more than 1.25lakh distributors. We manage the personal finances of 800+ families and 6000 + financial dreams. Near 100% client retention rate. Complete suite of Conventional & Alternative Investment & Insurance Products.
Job Profile
Job Profile & Responsibilities:
A) Key Responsibility Area
Client Sourcing
Periodical Financial Review
Day to Day Coordination between Client & Operations
Up sell and Cross sell
Renewals of Investment & Insurance Products
B) Key Performance Indicator
New Client Conversion
Client Retention
New Client Referrals
Product Sales Outcomes
100% Renewals
100% Client Wallet Share
Qualifications
CFP/ NISM Level-1 & Level-2 Registered Investment Advisor Certification & NISM V-A MF Certification
Other Skills-Advanced working knowledge of Excel, Basic Knowledge of Word & Power Point,
Good written and spoken English
Good written and spoken English
Working Days -Time
6 days working time : 9:30-6:30
Recruiter Instructionns
company strenght 20-25 employess
Desired Candidate Profile
Willingness to make a long term career in Wealth Management
Attributes of Trust, Integrity, Self Starter, Closure Focus, Customer Focus
Willingness to Learn, Attention to Detail, Team Player
1 to 3 years relevant work experience with a AMFI registered Mutual Fund Distributor or Mutual Fund House
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