InCred Wealth
Website:
incredwealth.com
Company:
https://www.linkedin.com/company/incred-wealth
Seniority: Entry level
Industries: Investment Management
Job details:
Company Description InCred Wealth is a modern, agile wealth management company focused on delivering world-class investment services to clients in India and across the globe. The firm serves HNI and UHNI / Family office clients with an end-to-end investment product suite backed by in-depth research and advanced technology. Its offerings span equity, fixed income, alternative investments, estate planning services, and investment banking solutions via InCred Capital. Clients benefit from a sophisticated technology platform for portfolio monitoring and a highly experienced, committed advisory team. Fastest growing wealth platform managing 1,00,000 CR AUM.
Role Description This is a full-time, on-site TELECALLER/ Acquisition Manager role based in Mumbai. The role involves reaching out to prospective HNI and UHNI clients via phone and other communication channels to generate leads, explain InCred Wealth’s products and services, and schedule meetings for Manager. The TELECALLER/ Acquisition Manager will maintain and update lead databases, follow up on warm leads, and support client acquisition campaigns. The role also includes coordinating with internal teams to track conversion status, sharing client feedback, Deepening relationship. Role has a clear roadmap/career path to progress towards Account Manager and handling own your own book of clients.
Qualifications
- Strong communication and interpersonal skills, including clear telecalling abilities and professional client interaction.
- Female candidate preferred
- Proven aptitude in client acquisition, and relationship-building in financial services or a related sector preferred
- Basic understanding of wealth management, mutual funds, and investment products, with a willingness to deepen product knowledge.
- Comfort using CRM tools, spreadsheets, and other technology platforms to manage leads and track activity.
- Role has a structured growth path to move towards a Account manager role post 2 years basis performance / aptitude.
- MBA Freshers in marketing / finance OR 1/2 years experience in Virtual RM or Relationship management
- preferably born/brought up in Mumbai.
- Send CV/ Resume to kunal.monga@incredwealth.com
Click on Apply to know more.
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