Wise FinServ

Noida – www.wisefinserv.com – 24/11/2021

Salary – Based on current CTC

Job Title

Sr. Wealth Manager

Company Profile

  • Wise Finserv is one of the India’s leading diversified financial services companies providing a broad range of financial products and services to a substantial and diversified client base that includes corporations, institutions and individuals. Wise Investments was the first company of WFS group founded in 2010 & later Wise Finserv, Wise Finserv Insurance & Wise Funds was formed.

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 records for assigned customer accounts.
  • Tracks customer complaints/queries and turnaround times for customer satisfaction.

Preferred Qualifications

  • Graduate or post graduate.
  • Completion of NISM Modules are value adds.

Desired Candidate Profile

  • 3 to 5 years of relevant experience.
  • Proficiency in MS Office & Tools ( MS Office , MS Excel , MS PowerPoint ) .
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