Wealth Manager

Pro Bulls Capital
Key Skills

Investment Planning Equity Research Banking

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Job Description

ROLEThis person will be in charge of driving new business through calling clients who are lookinginvestments. This individual will be responsible for processing new leads through the systemand thoroughly checking them for duplications, contacting the clients, inputting notes andworking the system process correctly and diarising callbacks. This will be done by workingfrom CRM and will entail spending majority of the working day taking incoming calls fromclients and making a large amount of outbound calls so an excellent telephone manner isessential.The Sales Consultant will need to manage their own pipeline of callbacks and work themeffectively 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

  • 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

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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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