Private Wealth Sales Specialist
Year Ahmedabad, Gujarat, India
Job Description
Job Title: Private Wealth Sales Specialists
Location: Ahmedabad, India
Experience Level: Senior Level (Minimum 10 years of relevant experience)
Education: Masterxe2x80x99s Degree or MBA, preferably in Finance or MarketingKey Responsibilities:
- Drive sales of wealth management products such as portfolio management services (PMS), mutual
- Build and maintain strong client relationships with High Net Worth Individuals (HNIs) and affluent
- Actively seek new business opportunities, manage client portfolios, and provide ongoing advisory
- Collaborate with internal teams, such as the research and product team, to stay updated on market
- Achieve defined sales targets through effective networking, referrals, and client relationship
- Educational Background: A minimum of a Masterxe2x80x99s degree or MBA in Finance, Marketing, or related
- Experience: Minimum 10 years of experience in sales and marketing of wealth management
- Market Knowledge: Strong understanding of financial markets, investment products, and wealth
- Communication Skills: Excellent verbal and written communication in English; ability to
- Location: Must be based out of or willing to relocate to Ahmedabad.
- Client-Centric Approach: High attention to client needs with the ability to develop trust and
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Job Detail
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Job IdJD3588522
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationAhmedabad, Gujarat, India
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EducationNot mentioned
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ExperienceYear