Wealth Manager

Sales Strategy & Execution: Develop and implement a sales strategy focused on acquiring new clients, increasing revenue, and expanding the companys market share in the stock broking and financial services space.
Lead Generation & Client Acquisition: Identify and target potential clients in the equities, derivatives, commodities, and wealth management segments. Build a strong pipeline of leads and convert them into active clients.
Client Relationship Management: Cultivate and maintain long-term relationships with clients, ensuring high satisfaction and retention rates. Provide personalized financial solutions based on client needs and investment goals.
Sales Presentations & Negotiation: Conduct sales meetings, presentations, and product demonstrations to prospective clients. Negotiate terms and close deals to achieve sales targets.
Revenue Growth: Achieve individual sales targets by driving revenue through client acquisition and cross-selling Kedia Capitals full range of financial products and services.
Market Expansion: Explore and establish new business opportunities in untapped markets, networks, and segments to expand the companys reach.
Reporting & Performance Tracking: Maintain regular reports on sales performance, client feedback, and market trends to provide insights to management and refine sales strategies.