Wealth Manager

We are seeking a talented and driven Sales Professional with a robust understanding of the startup ecosystem to join our growing team. If you're passionate about sales, have a knack for building relationships, and are ready to take on the challenge of meeting and exceeding targets, this opportunity is for you!

Role & responsibilities

Strong Understanding of the Startup Ecosystem: Leverage your deep knowledge to connect with the right clients.

• Excellent Communication Skills: Convey ideas effectively and build rapport with clients and partners.
• Growth Mindset: With 1-8 years of experience in selling BFSI products, youre driven to achieve more.
• Established Network: Tap into your existing connections with HNI customers, private wealth clients, AIF/PMS/mutual fund distributors, RIAs, IFAs, and Family Offices.
• Sales Discipline: Consistently meet and exceed sales targets.
• Versatile Sales Approach: Comfortable with telecalling and face-to-face meetings with individuals and distributors.

Preferred candidate profile

• Excellent communication skills
• Experience in selling banking Products,AIF,PMS,SIP.MF,Bonds.
• Sales Discipline
• Sales Targets: Drive towards and achieve weekly, monthly, quarterly, and annual sales goals.
• Compliance: Ensure adherence to all regulatory requirements.
• Client Relationship Management: Build and maintain strong relationships with clients.

Perks and benefits

Work from office

Location- Lower Parel East

5 Day's working (Last 2 Saturday's working)