Client Associate - Mumbai, India - Ufirst Financial Services LLP

Description

We are looking for a Wealth & Client service associate who would be responsible for offering financial advice and services that will assist clients in their financial endeavors.

The responsibilities of the associate include relationship management, helping clients with executing documentation, providing regular service update and advising on financial investments.

To be successful as a wealth associate, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills.

Ultimately, a top-notch wealth manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics.

• Advising clients on financial products and services.
• Buying and selling financial products on behalf of the client.
• Managing investments.
• Executing documentation of various investments including mutual funds, AIF, insurance, PMS etc.

• Degree in finance, economics, management, or related field.
• Previous experience in financial services is preferred but not mandatory
• Must be analytical.
• Able to understand complex information.
• Strong mathematical skills.
• Confidence.
• Good presentation skills.

• Fixed shift

• Commission pay
• Performance bonus

• Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

• English (required)