Wealth Manager - Sales (5-10 Yrs) Bangalore/Hyderabad/Chennai/Coimbatore/Cochin/Kochi/Mumbai/Pune (BFSI Sales)

Role DescriptionWe are seeking a dynamic and experienced Sales Executive to join our Wealth Management team. The ideal candidate will be responsible for driving customer relationships and closing sales leads, focusing on High Net Worth Individuals (HNIs). This role demands a seasoned professional with a strong background in private wealth management, exceptional communication skills, and a proven track record in managing HNI accounts.Key Responsibilities:- Develop and maintain strong relationships with HNI clients to ensure high levels of customer satisfaction and retention.- Identify and pursue new sales leads within the HNI segment, leveraging existing networks and building new connections.- Conduct thorough needs assessments to understand clients financial goals and tailor wealth management solutions accordingly.- Present and promote the company s wealth management services and products to potential clients.- Collaborate with internal teams to design and deliver customized investment solutions that meet client needs and objectives.- Ensure compliance with all regulatory requirements and company policies. (ref:updazz.com)

Payroll Type : Permanent