Wealth Manager

0 - 6 Years
10 Openings
4.0 - 20.0 Lac/Yr
Face-to-Face interview
Nehru Place, Delhi

Key Skills

Investment Planning Equity Research Banking

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Job Description

ROLE

This person will be in charge of driving new business through calling clients who are looking

investments. This individual will be responsible for processing new leads through the system

and thoroughly checking them for duplications, contacting the clients, inputting notes and

working the system process correctly and diarising callbacks. This will be done by working

from CRM and will entail spending majority of the working day taking incoming calls from

clients and making a large amount of outbound calls so an excellent telephone manner is

essential.

The Sales Consultant will need to manage their own pipeline of callbacks and work them

effectively to ensure we are getting as many client meetings .

Experience
0 - 6 Years
No. of Openings
10
Education
Post Graduate (Other Master Degree, M.B.A/PGDM, Post Graduate Diploma)
Role
Wealth Manager
Industry Type
Banking / Financial Services / Stock Broking
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office
Face interview location
Hemkunt Chamber workly 3rd floor Cabin No 16 Nehru place New delhi 110019

About Pro Bulls Capital

Rajat Khadiiwala is responsible for overseeing the business and driving its overall development as the Founder of Pro Bulls Capital. He takes charge of various critical areas, including strategic planning, marketing, finance management, and digital growth.

Before venturing into entrepreneurship, Rajat was an equity research analyst and an active trader who covered all aspects of the market in his previous role.

Rajat obtained his Master degree in Finance & Marketing from the IBS Gurugram (ICFAI, University).He is CFA Level 1 clear CMT Level 1 clear. However, his true passion lies in becoming a financial planner. He is motivated to assist individuals in generating wealth and achieving their financial goals.

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