Wealth Manager

Job Description:
• Excellent communication skills.
• Must have a bachelor’s degree in business, marketing, finance or related field.
• Over 5 Years of working experience in financial sector with direct sales and team handling experience.
• Experience in serving high-net-worth individuals and understanding their unique wealth management needs.
• Proven track record of achieving sales targets and building a successful client portfolio.
• Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
• Handling and providing financial services to HNI clients.
• Manage client portfolios, keeping client plans up-to-date.
• Strong analytical and problem-solving skills.
• Proven track record of meeting sales targets.
• Complete exposure to Product development, Pricing, and Launch.
• Overseeing and conducting market research to develop and implement sales initiatives along with sourcing clients.
• Developing and sustaining long-term relationships with customers.
• Managing Sales and Sales Support, Project Sales.
• Heading and responsible for Overall Sales, Collections, Gross.