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Sales Manager

Top Quartile Financial Services

3 - 7 years

0 Lacs

pune maharashtra

Posted:1 week ago| Platform: Shine logo

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Skills Required

sales client relationship management business development financial products mutual funds portfolio management insurance analytical skills financial planning communication skills negotiation skills

Work Mode

On-site

Job Type

Full Time

Job Description

You will be joining Top Quartile Financial Services Private Limited in Pune as a Sales Manager - Wealth Management. In this full-time, on-site role, your primary responsibilities will include driving sales of financial products, managing client relationships, developing new business opportunities, and executing financial planning strategies. Your daily tasks will involve meeting potential clients, offering portfolio management advice, conducting market research, and ensuring client satisfaction. Collaboration with the research and analytical team will be essential to provide tailored solutions to clients. To excel in this role, you should have experience in sales, client relationship management, and business development. A good understanding of financial products, including Mutual Funds, Portfolio Management, and Insurance, is required. Strong analytical skills will enable you to offer customized financial planning services. Effective communication and negotiation skills are crucial, along with the ability to work both independently and as part of a team. Possessing relevant certifications in financial planning or wealth management will be advantageous. A Bachelor's degree in Finance, Business Administration, Economics, or a related field is preferred. Join us at Top Quartile Financial Services, where we focus on ethics, trust, and superior quality to align our services with clients" evolving financial aspirations and create wealth for them.,

More Jobs at Top Quartile Financial Services

Sales Manager

pune, maharashtra

3.0 - 7.0 yrs

Salary: Not disclosed

Sales Manager - Wealth Management

pune, maharashtra

3.0 - 7.0 yrs

Salary: Not disclosed

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Sales Manager