
Wealth Manager
at An online fintech company, providing hasslefree investment.
Designation/Role : Wealth Manager
Location : WFH
Working Days : 5 Days
Experience: 2 to 5 year(s)
Qualification : Any Graduation
A Wealth Manager is required to interact with customers for the most part of his/her day. The job also requires thorough financial and alternative investment sector knowledge in order to provide sound and reliable advice to clients. The major skills and competencies required are:
Excellent people management skills | Client-driven with a strong focus on the quality of service
Strong interpersonal communication skills | An excellent understanding of financial planning, wealth management, Alternative investment & understanding client needs | Ability to analyse and research information | Ability to explain complex information clearly and simply
Responsibilities:
- Excellent people management skills
- Client-driven with a strong focus on the quality of service.
- Strong interpersonal communication skills.
- An excellent understanding of financial planning, wealth management, Alternative investment & understanding client needs.
- Ability to analyse and research information
- Ability to explain complex information clearly and simply
Requirements :
- Proven track record in call handling both inbound & outbound
- Must have B2C experience
- Must have basic knowledge of business financial products
- Strong phone presence and experience dialing dozens of calls per day
- Excellent verbal and written communications skills
- Strong listening and presentation skills
- Ability to multitask, prioritize, and manage time effectively
- Prior work experience is Financial organisation preferred

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Industry
Information Technology & Services
Employment Type
Full-time
Job Type: Full-time
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Ability to commute/relocate:
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Education:
- Bachelor's (Required)
Experience:
- Angular: 1 year (Preferred)
- total work: 2 years (Required)
- Java: 2 years (Required)
Job Description
About Merito
Merito is a curated talent platform where we identify, assess, and connect candidates for matching job opportunities. We are working with the mission to change the way hiring is done. The company is founded by a team of alumni from IIM Ahmedabad, McKinsey will more than 2 decades of experience in recruitment, training, and coaching.
About Client
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2. Prospecting
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We are pioneers in the Programmatic Ad tech space, and are ranked in the Top 20 Digital Marketing Providers by CIO Review.
We are a mix of industry veterans from top B schools and a bright young team of marketers, data scientists and analysts. If you are looking for a great team to work with and make a career for yourself in AdTech, this might be the right place for you!
Requirements
Job Description – Principal Architect
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