Wealth Manager – Leading NBFC into P2P Lending Full Time

Role: Wealth Manager / Partnership and Alliance Manager
Location: Delhi, Mumbai, Bangalore, Pune, Lucknow and Ahmedabad
Qualification: Any Graduate / Post Graduate

Job Responsibilities:

• Graduate / Postgraduate 2-5 years of Sales experience in selling of financial products from any financial services industry.
• Candidates having handled good AUM (Asset under Management)  and connect among HNIs, is a must
• To prospect, acquire and retain clients
• Responsible for identifying customer needs, assessing their risk appetite and providing them investment options on the lending side
• To achieve budgeted targets in terms of a number of clients/volume of business & assets.
• To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into client portfolios
• To contact clients periodically and determine if they are satisfied with the service and returns generated. Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment
• To provide various investment performance reports and summaries to the clients
• To conduct and assist in organizing seminars, workshops and other business development activities
• To prepare the MIS reports in the specified formats
• Increase liabilities size of relationship via balances in accounts of existing customer
• Ensure profitability of the portfolio: Generate high Income per Customer

Candidates who are individual contributors and have experience with at least one of the following should only apply

Direct Sales, Financial advisory, PortfolioManagement, Investment Advisory, WealthManagement with product experience in Mutual Fund, Insurance, Fixed Deposits, SIP, Fixed Income, Life Insurance, General Insurance, PMS.

If interested, please apply for the role.