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
Shubham Vishwakarma
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We are Nasscom 10K startup and Amazon technology partner with many paying customers with great market traction We help educators to sell courses on their website & mobile learning apps. We are building Shopify for education. We want to make quality education affordable, easily accessible and engaging.
Nice, but what do we do, We provide complete technology solutions and marketing guidance required for educators to sell courses on their branded web and mobile learning apps. Using Learnyst, educators can grow their academy online. For more information, please visit https://www.learnyst.com/" target="_blank">https://www.learnyst.com
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Follow CutshortShubham Vishwakarma
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