Posted:2 months ago|
Platform:
On-site
Full Time
Position Title: - Assistant Manager/Manager/Senior Manager-premier client group (Sales)
Location: Ahmedabad & Surat
Employment Type: Full-Time
Drive sales and build long-term relationships with HNWIs and UHNWIs.
Recommend investment solutions aligned with client goals.
Ensure compliance and provide excellent client service.
Acquire and onboard high-value clients.
Achieve sales targets for financial products (mutual funds, equities, PMS, Fixed income & AIF).
Provide personalized financial advice and monitor portfolio performance.
Stay updated on market trends, products, and regulatory changes.
Prepare sales reports and ensure compliance with standards.
Education: Bachelor’s in Finance/Business (MBA/CFP preferred).
Experience: 2–5 years in wealth management or financial sales.
Meeting sales targets.
Client acquisition and retention.
Portfolio growth.
High client satisfaction scores.
Competitive salary with incentives.
Professional training and growth opportunities.
Access to diverse financial products and tools.
Elara Capital
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Ahmedabad, Gujarat, India
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Ahmedabad, Gujarat, India
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