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

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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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