Sales Intern – Wealth
Mumbai – 06/08/2024
Job Title
Sales Intern – Wealth
Job Location – Mumbai
Kalpataru Wealth is an AMFI registered mutual fund distributor , investment service provider established in the year 2014 by Porush Sharaf and Raj Awasthi (CFPCM) to follow their dream of helping people make informed and value-maximizing money making decisions.
By being independent, Kalpataru delivers unbiased investment advice keeping in mind the client’s interest rather than the institution’s interest. Our advice is backed by profound research, meticulous analysis of the products available in the market. We analyze the best alternatives, risk & opportunity to custom made a fine action plan for our clients. Till now Kalpataru has assisted more than 500 families with the best crafted investment strategy to build substantial personal wealth.
Our mission is to work and progress together to gain financial independence by optimizing Technology & Innovation.
Designation: Sales Interns – Wealth Management
Job Location: Mumbai
Experience: Freshers
Package: Fixed+variables
Roles & Responsibilities:
- To ensure active management of clients & achieve the target active AUM
- To be responsible for identifying customer needs, assessing their risk appetite and providing them investment options
- To provide regular updates to the clients regarding the market changes and subsequent changes to the portfolio
- To achieve healthy revenues without compromising on client profitability
- To have clear focus on client mining
- To conduct regular Client Meetings & update the same in the meeting tracker
- To attain maximum reach of investment ideas/stock calls initiated
- Keep abreast of the market news, financial trends and current affairs
- To attend post result con-calls, analyst meets for improved client servicing
- Profiling Customers and providing financial products to meet customer needs.
- Deepen the relationship by Cross-selling to mapped booking clients and Services according to Customer Needs.
- To Enhance & Retain customer profitability by capturing a larger share of Wallet.
- Ensure profitability of the portfolio: Generate high Income per Customer.
- Acquire new customers who meet product criteria through cross-refer.
Type: Full Time
Education: Graduate
