Wise FinServ

Noida – www.wisefinserv.com – 26/11/2021

Salary – 2.5 to 3 LPA

Job Title

Management Trainee

Company Profile

  • Wise Finserv is a Financial Planning , Investment Advisory and a Wealth Management company registered with SEBI as an Investment Advisor. We work towards assisting our clients in planning and executing their future financial goals . Our dedication in serving our customers has been paramount and hence we have been on a mission to spread financial literacy in India .

Job Profile & Responsibilities

  • Develops new and expands existing High Net worth Customers & Retail Investor relationships for Financial Planning.
  • Ensures high levels of customer service orientation and application of Company policy.
  • Actively help the management in Planning and Conducting marketing campaigns to attract new Retail Customers .
  • Cross sell recommended financial products to customers.
  • Informs customers of new products or product enhancements to further expand the relationship.
  • Plans and conducts special sales initiatives and events for prospective and existing clients.
  • Coordinates with other group companies to provide seamless access to other products.
  • Maintains complete relationship record for assigned customer accounts.
  • Tracks customer complaints/queries and turnaround times for customer satisfaction.

Preferred Qualifications

  • Graduation is a must ( B.Tech /BBA / B.Com /BA ( Economics or Business Studies)).
  • MBA/PGDM in Finance or Marketing is a plus.
  • Completion of NISM Modules are value adds.

Desired Candidate Profile

  • Strong Communication & Public Speaking Skills .
  • Proficiency in MS Office & Tools ( MS Office, MS Excel, MS PowerPoint ) .
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