Share India
Website:
shareindia.com
Job details:
Join a growing financial services organization and build your career with one of India’s leading fintech and wealth management companies. the ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.
Responsibilities
✅ Requirements:
Experience in Wealth Management / Client Relationship / Investment Advisory
Strong communication and client handling skills
Knowledge of Mutual Funds, Equity, Insurance, and Financial Products preferred
Ability to acquire and manage HNI/UHNI clients
Qualifications
- 2-4 years' of client relationship experience
- Ability to manage multiple clients querys
- Strong communication and interpersonal skills
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