Assistant Manager Sales(Wealth Management)

Key Responsibilities:

1. Sales and Business Development:
   
• Identify and acquire new high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients by leveraging various lead generation techniques and networking opportunities.
• Support in selling and cross-selling a range of investment products, such as mutual funds, PMS, Advisory and Research Services, stocks, bonds, structured products, insurance, and alternative investments.
• Assist the team in achieving revenue targets by actively participating in client meetings, product presentations, and closing sales.
2. Client Relationship Management:
   
• Build and maintain long-term relationships with existing clients to ensure satisfaction and retention.
• Understand clients financial goals and objectives, providing personalized wealth management solutions tailored to their needs.
• Conduct regular portfolio reviews, ensuring that clients investment strategies align with their risk tolerance and financial objectives.
3. Product Knowledge and Market Intelligence:
   
• Stay updated on the latest market trends, investment products, and regulatory changes.
• Provide clients with relevant information on new investment opportunities and developments in the financial markets.
• Collaborate with the product team to ensure effective communication of product features, benefits, and any associated risks to clients.
4. Sales Strategy & Reporting:
   
• Support in the development of sales strategies, campaigns, and marketing initiatives aimed at increasing client acquisition and asset growth.
• Maintain accurate and up-to-date client records and sales activity logs, ensuring compliance with regulatory requirements.
• Prepare reports for management regarding sales progress, pipeline status, and market trends.
5. Cross-Functional Collaboration:
   
• Work closely with the operations, compliance, and investment teams to ensure smooth execution of client transactions and adherence to internal processes and regulations.
• Collaborate with the research and investment advisory teams to deliver tailored investment advice and solutions to clients.
6. Training and Development:
   
• Continuously develop knowledge of wealth management products, financial planning concepts, and industry best practices.
• Participate in internal training sessions to improve sales skills, product knowledge, and overall performance.

Skills & Qualifications:

• Educational Background:
  
• A bachelor's degree in Commerce, Finance, Economics, Business Administration, or a related field.
• Professional certifications (e.g., CFP, CFA, AMFI) are a plus.
• Experience:
  
• 0-5 years of experience in sales, financial services, or wealth management, with a strong understanding of investment products and portfolio management.
• Prior experience in client acquisition and relationship management is highly desirable.
• Technical Skills:
  
• Strong understanding of financial markets, investment products, and wealth management strategies.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM software.
• Familiarity with portfolio management software is a plus.
• Personal Attributes:
  
• Strong communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Excellent negotiation and persuasion skills.
• Detail-oriented and analytical with the ability to assess financial situations and recommend appropriate solutions.
• Goal-oriented, self-motivated, and capable of working independently as well as in a team environment.

Work Environment:

• Full-time position based in Delhi NCR, with potential travel for client meetings or events.
• Opportunity to work with a dynamic team in the wealth management industry.
• Competitive salary with performance-based incentives.