Roles & Responsibilities: Generating Leads and conversion of leads into business. Acquiring and managing HNI/SME, Affluent clients and individuals. Maintaining in depth knowledge of company products and services. Building and maintaining strong relationships with potential and existing clients. Meeting sales/revenue targets. Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly. Qualifications: Graduate/MBA with 4 - 6 years of relevant experience. An educational background in Finance/Investment will be an advantage. Compensation & Benefits: Fixed: Depends on experience, qualifications. Variable: Annual Performance Based Incentive, linked to a wealth book managed. Travelling expenses of client meets will be reimbursed. Group Health Insurance benefits as per company policy.
Wait!
Before You Leave... Find Your Perfect Job!
Are you sure you don't want to discover the perfect job opportunity? At JobPe, we help you find the best career matches, tailored to your skills and preferences. Don’t miss out on your dream job!