Functions / Responsibilities

Role: Client Advisor
Industry: FinTech
Location: Bangalore
Required qualifications: Graduate/post graduate, CFP qualification will be an advantage - though not mandatory
Skills required: Excellent communication ability, target delivery orientation, team player, well versed with nuances of wealth management and investment advisory. Good writing skills will be an advantage though not mandatory
Job Description: the selected candidate will:

1. Self-acquire clients by use of cold calling, emailing and referencing. They may be supported in due course by various lead generation activities of the company including road shows, corporate tie ups and digital marketing initiatives
2. Advise existing clients on their investment needs
3. Develop and monitor client portfolios
4. Close leads provided by the sales and telecalling team
6. Participate in product development from an investment advisory standpoint

 

The roles are open to freshers as well as people with experience. Interested candidates may write directly to gaurav@wealthapp.com.

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