Workassist
Website:
workassist.in
Job details:
Work Level: Individual
Core: Communication Skills, Self Motivated
Leadership: Working Independently
Role: Mutual Fund Sales
Industry Type: Asset ManagementFinancial Services
Function: Trading, Asset & Wealth Management
Key Skills: Mutual Fund,Third Party Products,Portfolio,Acquisition,PMS,AIF
Education: Graduate
Note: This is a requirement for one of the Workassist Hiring Partner.
Primary Responsibility:
Manage and grow relationships with High Net Worth Individual (HNI) clients by offering personalized wealth management and investment solutions aligned with their financial goals.
Job Role
Meeting the UHNI / Family Office Clients & developing Trust & relationship.
Customer interactive role (B2C role) with Portfolio Management experience.
Portfolio/Investment Engineers, who can help in designing portfolios.
Advice and suggesting different investment avenues to HNI clients.
Acquiring and catering to new HNI clients.
Growing the existing AUM book size.
Products- Mutual Fund/ PMS/AIF / SIF.
Company Description
Workassist is an online recruitment and employment solution providing a platform in India. We connect job seekers with relevant profiles to employers and offer a wide range of job opportunities across different industries and levels of experience. Our e-recruitment technology enables us to quickly adapt to the new normal and assist both job seekers and employers in finding the right match.
We work with more than 10,000+ recruiters from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them recruit great emerging talents. Our goal is to enhance the job seeking experience and provide the best opportunities for job seekers and the best talent for employers from all over the world.
For a seamless job search experience, please visit: https://bit.ly/3QBfBU2.
(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).
So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!
Click on Apply to know more.