Urgent- Wealth Sales Mgr- Bonanza Portfolio- Chennai, KOCHI, VIZAG

Job Description

******URGENT POSITION****** BONANZA PORTFOLIO LIMITED, a leading financial services firm is looking to hire for a "Wealth Sales Manager - B2B and B2C" for their Office. IMPORTANT: ONLY CANDIDATES WITH EXPERIENCE IN SALES OF THESE PRODUCTS NEED TO APPLY. I.E. SALES OF MUTUAL FUNDS, DMAT ACCOUNT, PORTFOLIO/ WEALTH MANAGEMENT SERVICES OF HNI CUSTOMERS, INSURANCE, LOANS, ETC. LOCATIONS (2 openings exists for each location) : 1. CHENNAI, TAMILNADU 2. KOCHI, KERALA 3. VISAKHAPATNAM (VIZAG), ANDHRA PRADESH Company Website : www.bonanzaonline.com Job Title : Wealth Sales Manager - B2B and B2C Role & Responsibilities: Design goal-based investment strategy plans. Execute Financial Planning for clients and responsible for final sales. Implementation of Client Financial Plans and rebalancing strategies. Emailing clients on a weekly basis and curating content for emails. Calling clients from leads and nurturing them by calling. Manage high net worth individual (HNI) clients' portfolios through cross-selling of various financial products such as Equity Sales, Mutual Funds Sales, Investment Strategies, Financial Sales, Research, and Portfolio Management Services and Cross-Selling. Review/ Research and Recommend Financial products. Develop and maintain strong relationships with existing HNIs to increase sales revenue and expand product offerings. Identify new business opportunities by networking within the community and leveraging referrals from current contacts. Collaborate with internal teams to resolve client issues and provide exceptional customer service. Stay up-to-date on industry trends and market developments to stay ahead of competitors. Preferred Candidate profile Complete 2- 6 years B2B and B2C Sales experience of Financial products - i.e. Candidates having experience especially in Sales of Mutual Funds, Portfolio Management Services, Equity Sales in the BFSI Industry. (Candidates with experience in Sales of Insurance or any other financial products are also welcome to apply) CFP/ CFA certification completed- fresher candidates with these certifications also welcome to apply for entry level roles. Salary/ CTC on offer Based on current hike, profile fitment - B2B and B2C sales experience. Perks and benefits Performance Bonus and growth opportunities Qualification Graduate/Post Graduate ( Graduation is mandatory and Post Graduate will be preferable ) Key Skills Sales Sales Strategy and Execution B2B Sales B2c Sales Wealth Management Portfolio Management Results focussed and Results Oriented Must be smart, fast-paced, dynamic, self- starter, self- motivated, proactive and have analytical skills. Should have excellent communication skills- Spoken and Written English, local language and Hindi as applicable Company details : # Company website: https://bonanzaonline.com/ # Industry: Financial Services # Employment Type: Full Time, Permanent # Year of start of Operations: 1994 (completed 30 years in business) # Employee strength: 1500+ and *growing # Company offices in 18 states in India (Pan-india presence) Posted by Sujata Shetty Golden Sunrise Talent Advisory Services (External Recruitment Consultant for Bonanza Portfolio Limited) Email: goldensunrise172@gmail.com