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An online fintech company, providing hasslefree investment. logo
Wealth Manager
An online fintech company, providing hasslefree investment.
Wealth Manager
An online fintech company, providing hasslefree investment.'s logo

Wealth Manager

at An online fintech company, providing hasslefree investment.

Agency job
2 - 6 yrs
₹7L - ₹10L / yr
Remote only
Skills
Wealth management
Inbound calling
Outbound calling
Inbound call
Inbound Marketing
Outbound marketing
HNI Client acquisition
Inbound Calls
Outbound Call

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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Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
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Subodh Popalwar's profile image

Subodh Popalwar

Software Engineer, Memorres
For 2 years, I had trouble finding a company with good work culture and a role that will help me grow in my career. Soon after I started using Cutshort, I had access to information about the work culture, compensation and what each company was clearly offering.
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