Sales & Business Development Professional
Jama Wealth · Pune · onsite · Posted 49d ago
Undisclosed0–3 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
As a Wealth Manager & Relationship Manager, your primary responsibility will be catering to our HNI (High Net Worth Individual) clientele. You will play a pivotal role in selling to new prospects, onboarding them and servicing them.
Key Responsibilities
1 Oversee and manage the wealth portfolios of our HNI clients.
2 Engage in meaningful relationship development, understanding the unique needs of each client and ensuring the highest levels of satisfaction.
3 Leverage Maxiom's innovative FinTech tools and platforms to optimize client portfolios.
4 Stay abreast of the latest trends in wealth management, integrating innovative strategies with client growth.
5 Collaborate with internal teams to deliver delightful client experiences.
Desired Qualities
Experience
Prior industry knowledge and/or experience will be a plus. Freshers are also welcome.
Passion
We are not just looking for employees; we want individuals passionate about work, eager to make a difference.
Attitude
An enterprising person. We admire the audacious, the ones who are unafraid of challenges and ever hungry to learn.
Adaptability
In an ever-evolving world of FinTech, flexibility and a willingness to adapt are key.
Strategic Vision
Ability to see the bigger picture, aligning day-to-day tasks with the company's long-term objectives.
What You Can Expect
Vibrant Work Culture
A vibrant work culture that prioritises growth and learning.
Dynamic Team
The opportunity to work with a close knit and dynamic team pushing the boundaries of traditional wealth management.
Access to Founders
Anytime access to the Founders.
Competitive Remuneration
Competitive remuneration and growth opportunities.
Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
HNI ClientscateringRelationship DevelopmentFintechOnboardingRelationship ManagerWealth ManagementSalessales & Business development