Wealth Manager

Role Overview:

As a Sales & Business Development Executive you will be responsible for acquiring and managing High Net Worth Individual (HNI) and corporate clients for investment and wealth management products. The role involves proactive client acquisition through cold calling, field visits, and relationship management, with a focus on delivering customized investment solutions and driving business growth. Key Responsibilities

Role & responsibilities:

Identify and acquire new clients through lead generation, networking, and field sales activities.

Jones Asset Managements

client meetings

quarterly sales targets

Build and maintain long-term relationships with clients through trust and consistent follow-up.

market trends, competitor offerings, and financial products to provide accurate client advisory.

Collaborate with the operations and research teams for seamless client onboarding and investment execution.

business events, seminars,

Preferred candidate profile

• Strong communication, persuasion,

  and

  interpersonal skills.

• Proven track record in

  sales, client acquisition, or business development.

• Knowledge of

  wealth management, mutual funds, and investment products.

• Ability to handle

  HNI clients

  with professionalism and discretion.
• Self-motivated, target-driven, and comfortable with

  field sales

  and

  cold calling.

• Excellent

  presentation

  and

  negotiation

  abilities.
• Graduate or Postgraduate degree in Business, Finance, Marketing, or related field.
• 2-5 years of experience in

  wealth management, banking, investment,

  or

  financial services preferred.

• Proficiency in MS Office and CRM tools is an added advantage.

Location: Bangalore

6 working days a week

Work from office only.

9364895077