Relationship Manager - PMS & AIF

Company Description

Wealth1 is dedicated to providing bespoke Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) tailored specifically for High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), and Non-Resident Indians (NRIs). Our investment solutions are customized to meet the unique financial needs and objectives of our clients. Wealth1 prides itself on delivering exceptional service, ensuring that our offerings are finely tuned to the sophisticated requirements of our clientele.

Role Description

This is a full-time on-site role for a Sales Executive, located in Ludhiana. The Sales Executive will be responsible for identifying and acquiring new clients, maintaining client relationships, presenting Wealth1's investment solutions, and meeting sales targets. Day-to-day tasks include prospecting for leads, conducting client meetings, preparing and delivering sales presentations, and providing ongoing support to clients. The role requires an in-depth understanding of Wealth1's products and services to effectively communicate their benefits to potential clients.

Qualifications

• Excellent communication and presentation skills
• Understanding of financial markets and investment products
• Proven ability to achieve sales targets and close deals
• Strong client relationship management skills
• Proactive approach with the ability to work independently
• Bachelor's degree in Finance, Business, or related field preferred
• Previous experience in a similar sales role is beneficial
• Must be located in or willing to relocate to Ludhiana