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15 Stewart & Mackertich Wealth Management Jobs
Sales Executive
Stewart & Mackertich Wealth Management
posted 1mon ago
Job Role Insights
Fixed timing
Key skills for the job
Job Description
- Proactively engage with a client database to identify opportunities for Demat & Trading account openings across India.
- Handle inbound and outbound calls from digital leads to activate accounts by delivering compelling product demonstrations.
- Achieve monthly transactional broking revenue (equity, currency, commodity) equivalent to 3x your CTC.
- Offer insights on investment opportunities and market trends to enhance client portfolio yields.
- Build and maintain a strong client AUM book by acquiring affluent and super-affluent clients.
- Collaborate with senior management for sales forecasting and strategic planning.
- Education: Post Graduate (Higher Secondary may be considered for experienced candidates).
- Experience: Minimum 1 year in sales or wealth management, preferably with HNI clients.
- Industry Expertise: Knowledge of broking operations, stock trading, and investment products is essential.
- Communication Skills: Strong verbal and written communication skills in English.
- 6 months to 1 year in sales of Demat & Trading accounts, SIPs, Mutual Funds, CASA, or Insurance.
- Proven success in business development, lead generation, or sales.
Employment Type: Full Time, Permanent
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