Job Description
Primarily responsible for Wealth Advisory
business through Mutual funds distribution, Debt Products, Bonds, PMS
corpus mobilization, Equity Products, and any other investments products
through unbiased & highquality expert advisory.
Salary:
Mobile + Coveyance + Monthly Incentives
Industry:
Banking / Financial Services / Broking
Functional Area:
Financial Services, Banking, Investments, Insurance
Role Category:
Mutual Funds/Fund Management/Asset Management
Keyskills:
Wealth Management Investment Advisoryportfolio management mutual fund financial planning investment portfoliowealth management portfolio management private banking wealth management mutual funds Bonds Debt Management
Desired Candidate Profile
Education:
UG - Any Graduate - Any Specialization, Graduation Not Required
PG - Any Postgraduate - Any Specialization, Post Graduation Not Required
Doctorate - Doctorate Not Required
PG - Any Postgraduate - Any Specialization, Post Graduation Not Required
Doctorate - Doctorate Not Required
- To advise HNI / Corporate clients on various investments opportunities available in the market and help them to generate a high ROI (Return On Investment)
- Corporate Business development & Acquisition of HNI / Wealth / Corporates Clients.
- To achieve pre defined business targets in terms of revenue generation, profitability and relationships acquired
- Commodities Hedging and Currency Hedging advisory.
- To design & implement marketing activities including promotional campaigns, exhibitions for enhancing brand awareness & visibility in order to increase sales/revenue
- To define & implement the strategies for market penetration of new products as well as increasing the share of existing products
- Should possess the required in-depth domain knowledge about Mutual Funds, Bonds, Discretionary Products, Structured Products any other third party products
- Excellent prospecting skills amongst HNIs and corporates backed with in-depth understanding of sales and relationship management processes
- Should have excellent networking skills in order to generate leads & referrals
- Presentability & a pleasing personality to represent our corporate image, ethos & values in all customer interfaces
Company Profile
Way2Wealth is an investment consultancy firm that is redefining,
pioneering and setting benchmarks for the way financial intermediaries
will function in the future. We are part of the 'Coffee Day ' group,
more popularly known for creating businesses such as 'Amalgamated Bean
Coffee Trading Company Ltd' (India's largest coffee conglomerate and
coffee exporter) and 'Café Coffee Day'
We also have our online presence to enhance the value proposition of our offerings. Way2Wealth is not a manufacturer and hence does not have any products of its own. However, it brings a whole range of investment options in the primary and secondary markets, essentially Mutual Funds, Life Insurance, Debt and Trading of Equity & Derivative on NSE. At Way2Wealth, we believe that our knowledge combined with mutual trust and involvement of our customer, will lead to the growth of investment. All Way2Wealth outlets are at easily accessible locations, where investment plans are customized to meet the needs of every investor in an atmosphere of confidence and comfort.
Through us, you can now trade in over 35 exchanges world wide through our exclusive tie-up with Marex Financial (London bases specialist Broker). We service our customer relationships through a team of over 750 wealth managers spread across network of 296+ full service branches covering 108+ Indian cities / towns
At Way2Wealth, the model investors are our employees themselves. In the process of creating wealth for our investors, the reward structure ensures that our employees themselves are also creating wealth that can be limited only by their efforts.
Departments at Way2Wealth
* Wealth Management
* PMS
*Real Estate
* Derivatives - Dealing for Retail, HNI and Private Client Groups
* Equity - Dealing for Retail, HNI and Private Client Groups
* Forex
* Research - All product research and web designing
* Structured Products
* Insurance Broking
Career Prospects
Way2Wealth is a growing organization and an ideal place for individuals with high ambitions. It provides an environment where conventions and protocols do not come in the way of good ideas. The holistic training on investment avenues, sales, presentation skills, which are done periodically, personally enriches each individual. There is a lot of scope for those individuals who are ready to think out of the box, have a passion for meeting people and developing long-term relationships. Such individuals will feel contented, as they will make a big difference
We also have our online presence to enhance the value proposition of our offerings. Way2Wealth is not a manufacturer and hence does not have any products of its own. However, it brings a whole range of investment options in the primary and secondary markets, essentially Mutual Funds, Life Insurance, Debt and Trading of Equity & Derivative on NSE. At Way2Wealth, we believe that our knowledge combined with mutual trust and involvement of our customer, will lead to the growth of investment. All Way2Wealth outlets are at easily accessible locations, where investment plans are customized to meet the needs of every investor in an atmosphere of confidence and comfort.
Through us, you can now trade in over 35 exchanges world wide through our exclusive tie-up with Marex Financial (London bases specialist Broker). We service our customer relationships through a team of over 750 wealth managers spread across network of 296+ full service branches covering 108+ Indian cities / towns
At Way2Wealth, the model investors are our employees themselves. In the process of creating wealth for our investors, the reward structure ensures that our employees themselves are also creating wealth that can be limited only by their efforts.
Departments at Way2Wealth
* Wealth Management
* PMS
*Real Estate
* Derivatives - Dealing for Retail, HNI and Private Client Groups
* Equity - Dealing for Retail, HNI and Private Client Groups
* Forex
* Research - All product research and web designing
* Structured Products
* Insurance Broking
Career Prospects
Way2Wealth is a growing organization and an ideal place for individuals with high ambitions. It provides an environment where conventions and protocols do not come in the way of good ideas. The holistic training on investment avenues, sales, presentation skills, which are done periodically, personally enriches each individual. There is a lot of scope for those individuals who are ready to think out of the box, have a passion for meeting people and developing long-term relationships. Such individuals will feel contented, as they will make a big difference
Contact Details
Contact Company:Way2Wealth
Email Address:
Reference Id:Mumbai_Wealth Advisory & Corporate Sales
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