Client Relationship Executive

Veracity Investment Management Imf Llp; Pimpri-Chinchwad; Presencial; INR 300 000 - 540 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Fixed Salary + Performance-Linked Pay

Resumo da oferta

Veracity Investment Management Imf Llp is seeking fresh graduates to start a career in Wealth Management. You will focus on client acquisition, relationship management, and assisting with financial services in a dynamic team.

Ideal candidates are client-oriented, ambitious, good listeners, and confident communicators who are eager to learn and persistently follow up with leads. This role offers growth through structured career progression in wealth management.

Qualificações

• Fresh graduates / entry-level candidates who want to build a career in Wealth Management.
• Willing to learn and adapt in a client-facing role.
• Strong listening and communication skills are valued.

Responsabilidades

• Client acquisition and relationship management.
• Mutual fund and insurance business.
• Lead generation and follow-up.
• Client meetings and financial requirement gathering.
• SIP, investment and insurance servicing.
• Supporting senior wealth managers.
• Achieving business and activity targets.

Conhecimentos

Client-oriented

Ambitious and target-driven

Good listeners

Confident communicators

Ethical and trustworthy

Willing to learn

Persistent with follow-ups

Descrição da oferta de emprego

Role & responsibilities

Key responsibilities:

• Client acquisition and relationship management
• Mutual fund and insurance business
• Lead generation and follow-up
• Client meetings and financial requirement gathering
• SIP, investment and insurance servicing
• Supporting senior wealth managers
• Achieving business and activity targets

Preferred candidate profile

We are looking for fresh graduates / entry-level candidates who want to build a career in Wealth Management.

We are particularly looking for candidates who are:

• Client-oriented
• Ambitious and target-driven
• Good listeners
• Confident communicators
• Ethical and trustworthy
• Willing to learn
• Persistent with follow-ups

Perks and benefits

Fixed Salary + Performance-Linked Variable Pay

The variable component will be linked to individual and/or team performance, including parameters such as new client acquisition, business generation, revenue contribution, client servicing and achievement of defined targets.

Career Growth

The position provides an opportunity to progress through roles such as:

Customer Relationship Executive Senior Relationship Manager Wealth Manager Senior Wealth Manager / Team Leader