JOIN THE TEAM AT ABODE1ST
abode1st wealth has planned for a rapid rollout of our business and are building a dynamic organization to support our service delivery to our clients. We are looking for quality-conscious but agile Wealth Managers to join us in Delhi & Gurgaon.
abode1st wealth offers an array of investment options ranging from Diversified to Sector specific Equity Schemes, Balanced and Fixed Income Funds to Portfolio Management Services and Advisory Services.
Our Office Space
abode1st has maintained a positive work environment that is fair, productive, and rewarding. We built our reputation by respecting each other and behaving with integrity in all of our interactions.
Skills we seek
Rajan Gupta, Relationship Manager
I joined abode1st wealth in 2017 as a relationship manager role and soon realized that sales was a passion of mine and with the right coaching and mentoring I was promoted within 10 months. Abode1st is more than just a company or a job for me. This is a business I have grown up with and I believe in.
Leading new HNI client’s acquisition and nurturing existing HNI clients.
Acquiring & growing the client’s relations through effective portfolio management.
Achieve the Targets set in terms of product mix.
Developing new accounts and expanding existingrelationships for a wide range of financial products / services.
Handling complete responsibility for the management of all aspects of branch operations.
Generating/preparing reports and sending to the clients, for assisting in the decision making process.
Attending to clients(individuals/clients) concerns and complaints and undertaking steps for effectively resolving them.
Customer relationships for marketing & achieving targets.
Conducting analysis & reviewing client’s portfolio, clients goals & changing market dynamics
Generating revenue as per company benchmarks while identifying customer needs & giving solutions across various asset classes – PMS, Mutual Funds, Equity and structured products.
Offering holistic Wealth Management solutions to HNI and UHNI clients.
Promoting company research based trading & delivery calls to clients organizing events & seminars for boosting team sales in coordination with the research team.
Adding value to the client and staying ahead of the competition by structuring and implementing innovative deals.
Meeting cross sales targets while ensuring high quality service and Key Customer relationship Management.
Generate new business to achieve defined targets in terms of customers,volumes & revenue.
Achieve the budgeted cross sell targets & aggressive Sales call plans to acquire large prospective customers through referrals.
Ensure full awareness of all policies & procedures related to market compliance.
Exp: 2 – 5 year