Wealth Management Intern Job in Asset Wealth
- Kpr sugar apperals
- 0 to 4 Yrs
- Meerut
- 10 months ago
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Job Description
- HIRING MEERUT, UTTAR PRADESH CANDIDATES ONLY Asset Wealth is a Sub-broker of reputed stock brokers of Indian Stock Market, one of the largest company in financial services in India. We offer professional advisory services in all aspect of finance vis-a-vis Equity, Derivatives, Mutual Funds, Insurance, Debt & Fixed investments. We have investors from all across PAN-India & overseas. At Asset Wealth, we provide one-stop solution for all our investors financial needs. Work with king of Financial jungle! Internship Duration: 3 Month (work from office - Meerut, Uttar Pradesh) 8 hours Monday to Friday (5 days a week between 10:00am to 6:00pm) Job Description: Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct lead generation and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Knowledge: Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, Loans etc. Wealth/ Portfolio Management understand client portfolio in terms of their risk and reward appetite and assist them to achieve their financial goals Financial planning/ Investment Advisory have thorough financial and sector knowledge as well knowledge of competitors, must provide sound and reliable advice to clients Skills: Social/Interpersonal Skills: have excellent socializing and relation building skills. Communication Skills: have excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Analytical Skills: able to analyze the requirement of the clients basis their financial goals and have strong logical and numerical ability Work to achieve targets: Has ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit. Perks: Internship Certificate Letter of Recommendation Gain knowledge in financial & securities markets along with sales Paid internship Pre Placement Offer to best performing interns, Package 4.5 Lakhs with perks Provident Fund, Gratuity benefit, Health Insurance & Gym Membership. For more information: - Mail - hidden_email Regards Asset Wealth,
Employement Category:
Employement Type: Full timeIndustry: BFSIRole Category: Not SpecifiedFunctional Area: Not SpecifiedRole/Responsibilies: Wealth Management Intern Job in Asset WealthContact Details:
Company: Asset WealthLocation(s): Meerut+ View Contact
Keyskills: Communication Skills Analytical Skills Product Knowledge
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