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Job details:
Wealth Management Associate RM
Department: Wealth Management
Location: Ahmedabad
Employment Type: Full-Time
Job Overview
We are looking for a Wealth Management Associate to join our Wealth Management team. The person will be responsible for managing client relationships, generating new business, assisting clients with financial product transactions and coordinating with internal teams and partner institutions.
The role will involve regular interaction with clients and will suit someone who is comfortable with sales, follow-ups, relationship management and financial products.
Key Responsibilities
- Handle day-to-day communication and relationship management with existing clients.
- Build relationships with new and prospective clients and generate business through calls, meetings, references and other channels.
- Understand client requirements and introduce relevant financial products offered by the company.
- Handle enquiries related to Mutual Funds, SIPs, Insurance, Loans and other financial products.
- Assist clients with account opening, KYC, UCC creation, SIP registration, investment transactions, redemptions and other service requirements.
- Coordinate with AMCs, banks, NBFCs, insurance companies and internal operations teams for processing client requests.
- Follow up with clients for pending documents, payments, applications and transactions.
- Keep clients updated about the status of their requests and transactions.
- Maintain proper records of client information, leads, meetings, follow-ups and transactions in the company's CRM/system.
- Generate new leads and work towards converting them into active clients.
- Maintain regular contact with existing clients and identify opportunities for additional business.
- Assist the team in achieving monthly and quarterly business targets.
- Prepare basic reports related to client activity, leads, sales and business generated.
- Ensure all required client documentation is collected and submitted correctly.
- Follow company processes and applicable compliance requirements while dealing with clients and financial products.
What We Are Looking For
- Good communication and interpersonal skills.
- Comfortable speaking with clients over phone and in person.
- Strong follow-up and relationship management skills.
- Sales-oriented and willing to work towards business targets.
- Basic understanding of Mutual Funds, SIPs, Insurance, Loans or other financial products.
- Good coordination and organisational skills.
- Comfortable working with Excel, CRM systems and other office tools.
- Professional attitude and ability to handle confidential client information.
Qualification
- Bachelor's degree in Commerce, Finance, Business Administration, Economics or a related field.
- Candidates with relevant NISM/AMFI certifications will be preferred where applicable.
Performance Areas
The role will primarily be evaluated on:
- Client acquisition
- New business generation
- Client relationship management
- Mutual Fund and SIP business
- Lead conversion
- Client retention
- Cross-selling of financial products
- Timely completion of client transactions
- Follow-up and service quality
- Compliance with company processes
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