New
Job Preference:
Location - Hyderabad, Chennai, Bangalore, Kochi & Goa.
Qualification:
Any Graduate, Any Post GraduateJob Description:
Position OverviewWe are seeking a dynamic and results oriented Wealth Manager to join our team, operating from our Branches. The primary responsibility of this role is to generate revenue by selling wealth products to clients, understanding their investment needs and providing them with tailored financial solutions. The ideal candidate will possess a strong sales acumen, deep knowledge of wealth management products, and the ability to build and maintain relationships with clients.
Key Responsibilities
- Identify and engage potential clients in branch area for client base expansion
- Achieve or surpass sales targets and performance metrics by 3X
- Develop or acquire new clients, tailor financial products to their needs
- Utilize leads from branch clients for wealth services, selling financial products
- Recruit and manage sub brokers , generate business from them
- Conduct seminars / webinars to educate audiences on financial products
- Assess client's financial goals , risk tolerance and preferences thoroughly then create personalized wealth management plans
- Offer comprehensive services for client queries and operations
- Educate Clients on wealth products like mutual funds and retirement plans , cross selling to deepen relationships and boost revenue
- Stay updated on market trends and regulatory changes for informed advice, maintaining accurate client records in compliance
- Report to Branch Manager with MIS and DEAL CLOSURES