Wealth Sales Professional

Responsibilities and Duties

• Prospecting, generating and acquiring leads, i.e. of Family Offices, Wealth
• Management Companies, Private Banks & Asset Managers who wish to invest in India / global markets under various asset classes such as equity, Debt, Mutual Funds and unlisted securities.
• Managing and growing existing business and client relationships.
• Managing Sales Activities and achieving monthly targets across products and services.
• Responsible for preparing yearly budgets and strategies for achieving the targets.
• Providing relevant information and feedback regarding competitors and their offerings, thereby helping product team to derive product variants and adding value to existing products and services.

Qualifications

• Must have 3 to 5 years of sales experience.
• Ability to provide efficient solutions and meet timelines
• Ability to understand regulations of various jurisdictions
• Should have good communication skills and ability to work in teams
• Should have an affable personality, especially while liaising with counterparties