Sales Manager - Wealth Management

You will be joining Top Quartile Financial Services Private Limited, a company based in Pune that specializes in financial planning, Mutual Funds distribution, Portfolio Management, Insurance, and other investment-related services. Our company offers customized research and analytical reports, along with a user-friendly mobile application for portfolio tracking and transactions. We prioritize ethics, trust, and superior quality in all our services, striving to align with our clients" evolving financial aspirations and create wealth for them. As a Sales Manager - Wealth Management, you will work full-time on-site in Pune. Your primary responsibilities will include driving sales of financial products, managing client relationships, identifying new business opportunities, and executing financial planning strategies. Daily tasks will involve meeting potential clients, offering portfolio management advice, conducting market research, and ensuring client satisfaction. You will collaborate closely with the research and analytical team to deliver tailor-made solutions to clients. To excel in this role, you should have experience in sales, client relationship management, and business development. Knowledge of financial products, Mutual Funds, Portfolio Management, and Insurance is essential. Strong analytical skills are required to provide customized financial planning solutions. Excellent communication and negotiation skills will be crucial for interacting with clients effectively. You should be comfortable working 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.,