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KG Invicta Services (kgis)
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Wealth Client Handling

Job Expired: This job listing has expired.

Wealth Client Handling

KG Invicta Services (kgis)

2 - 6 years

2 - 5 Lacs

Ghaziabad

Posted:3 months ago| Platform:

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Skills Required

Direct sales Client handling Project sales Sales Wealth management Analytical Market research Sales management Financial services Sales support

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Job Type

Full Time

Job Description

Role: Wealth Client Handling Experience: 5+ yeras Location: Ghaziyabad Job Description: Excellent communication skills. Must have a bachelor s degree in business, marketing, finance or related field. Over 5 Years of working experience in financial sector with direct sales and team handling experience. Experience in serving high-net-worth individuals and understanding their unique wealth management needs. Proven track record of achieving sales targets and building a successful client portfolio. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Handling and providing financial services to HNI clients. Manage client portfolios, keeping client plans up-to-date. Strong analytical and problem-solving skills. Proven track record of meeting sales targets. Complete exposure to Product development, Pricing, and Launch. Overseeing and conducting market research to develop and implement sales initiatives along with sourcing clients. Developing and sustaining long-term relationships with customers. Managing Sales and Sales Support, Project Sales. Heading and responsible for Overall Sales, Collections, Gross.

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KG Invicta Services (kgis)

www.kginvictaservices.com

Security and Facility Management

Fort Worth

50-100 Employees

Key People

John Doe

CEO
Jane Smith

Operations Manager

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Wealth Client Handling

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