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Opulence Wealth

Client Acquisition Specialist

Early Applicant
  • 4 months ago
  • Be among the first 50 applicants

Job Description

Company Description

Opulence Wealth Labs is a privately owned company founded by senior advisors of Fortune 500 MNC's. With over 45 years of combined experience in Financial Planning and Wealth Management business in India, Opulence Wealth Labs is committed to providing professional financial planning and wealth management services. The company is built on the values of trust, integrity, and responsibility, which enables consistent customer satisfaction. Opulence Wealth Labs aims to understand its clients needs and provide customized solutions to help create, grow, and nurture wealth.

Role Description

This is a full-time on-site role as a Client Acquisition Specialist located in Noida. The Client Acquisition Specialist will be responsible for day-to-day tasks related to client acquisition, including market research, communications, program management, and acquisitions. The role requires strong analytical skills and an ability to effectively communicate with clients to understand their financial needs.

Qualifications

  • Analytical Skills
  • Acquisitions
  • Communication
  • Program Management
  • Market Research
  • Excellent interpersonal skills
  • Ability to understand and meet client needs
  • Previous experience in the financial planning or wealth management industry is a plus
  • Bachelor's degree

More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Date Posted: 26/06/2024

Job ID: 83115905

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