Wealth Management Intern

작업 내용

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 - Assetwealthindia@gmail.com

Regards

Asset Wealth