Sales Manager - Wealth Management

Company Description

At Inuvest Technologies, we specialize in revolutionizing wealth management through the power of quantitative models. As a Quant Research firm based in Bengaluru, we craft bespoke investment strategies that leverage sophisticated analytics and data-driven insights. Our tailored quant strategies, expertise, and innovation set us apart in the industry. We strive to offer portfolios that adapt and thrive in ever-changing market conditions, backed by a team of seasoned analysts and researchers. Our technology-driven execution ensures swift and precise implementation of strategies.

Role Description

We 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 companys 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.
Provide ongoing client support, including regular portfolio reviews and updates on market trends and investment opportunities.
Prepare and deliver presentations and proposals to prospective clients.
Achieve and exceed sales targets and performance metrics.

Qualifications:

Bachelor's degree in Finance, Business Administration, Economics, or a related field.
Minimum of 5 years of experience in private wealth management or a similar role, with a focus on managing HNI accounts.
Proven track record of successfully closing sales and building lasting client relationships.
Comprehensive knowledge of financial markets, investment products, and wealth management strategies.
Strong interpersonal and communication skills, with the ability to engage and influence HNI clients.
Excellent problem-solving and analytical abilities.
High level of integrity, professionalism, and ethical standards.
Ability to work independently and as part of a team in a fast-paced environment.
Proficiency in CRM software and Microsoft Office Suite.