Website:
acmegroup.co.in
Job details:
Company Description
visit https://ACMEgroup.co.in, ACME Group is leading provider of investment solutions, specializing in customized services in Capital Markets, Hedge Fund, Wealth Management, Corporate Advisory, Merchant Banking, financial assessment, planning and Alternative Asset Management.
Role Description
This is a full-time on-site opportunity for 'Wealth Management Associate' based at NCR. The Wealth Management Associate will be responsible for acquiring customers at their individual capacity, managing investments, finance, financial planning, investment management and insurance for clients on a day-to-day basis.
- Work on Equity & capital markets, Hedge fund, wealth and portfolio management & financial planning, Investment management framework
- Participate in activities regularly for comprehensive customer acquisition & engagements >30+ customers, Investors, HNIs, Family Offices, Corporates, upselling entire range of our wealth management product and services, creating, generating, aggregating large AUMs managed under self
- Work with an understanding of equity, commodity, and F&O capital markets, mutual funds & insurance (tax planning)
Qualifications
- Customer Acquisition, Sales & Marketing skills
- Experience in Sales, Finance and Investments, insurance-related matters
- Strong analytical and problem-solving skills
- Excellent Sales person with communication and interpersonal skills
- Relevant certifications such as CFP, CFA, or equivalent
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