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Sales Manager ( Wealth Management )

Sales Manager ( Wealth Management )

Ethos HR

1 - 6 years

6 - 10 Lacs

ahmedabad vadodara mumbai (all areas)

Posted:1 day ago| Platform:

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Skills Required

wealth management portfolio management mutual funds bonds b2b &b2c sales pms sales manager wealth manager structured products aif

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Candidate will be Responsible for Direct Sales of Demat account and Retail accounts acquisition for equity and currency.
Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF
Responsible for generating revenue from Third party product like Insurance, Bonds, FDs
Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business.
Will need to be constantly updated with the market knowledge
Ensure all the activities are in adherence as per compliance.

Preferred candidate profile

1-6 Years (Lead generation role)

Pre. Industry

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