Wealth Manager

Sales & Business Development Executive Wealth & Investment Solutions

Company: Jones Group of Companies (Jones Asset Management & Jones Elite Logistics)

Location: Bangalore

Openings: 34

Department: Investment & Business Development

About the Company

Jones Group of Companies, comprising Jones Asset Management and Jones Elite Logistics (JEL), is a Bengaluru-based conglomerate offering a diverse range of services across logistics, asset management, and investment solutions. With a strong focus on technology, sustainability, and financial growth, we deliver excellence through innovation and trusted client partnerships.

Role Overview

We are seeking energetic and target-driven professionals to join our expanding investment division as Sales & Business Development Executives. The role focuses on acquiring and managing High Net Worth Individuals (HNIs) and corporate clients for wealth management and investment products offered by Jones Asset Management.

Key Responsibilities

Acquire new HNI and corporate clients through field sales, cold calling, and networking.

Present and promote Jones Asset Managements investment and wealth products.

Conduct financial planning meetings, client portfolio reviews, and advisory sessions.

Achieve monthly and quarterly business targets while ensuring client satisfaction.

Maintain long-term relationships with clients and handle end-to-end onboarding.

Stay updated on financial markets, competitor offerings, and industry trends.

Collaborate with the research and operations teams for investment execution.

Represent the company in client meetings, business events, and financial seminars.

Skills & Qualifications

Strong communication, persuasion, and presentation skills.

Proven experience in sales, business development, or client acquisition.

Knowledge of wealth management, mutual funds, and investment products.

Self-motivated and comfortable with field sales and client interaction.

Graduate or Postgraduate degree in Business, Finance, or Marketing.

25 years of experience in Banking, Financial Services, or Investment Sales preferred.

Proficiency in MS Office and CRM tools is an advantage.

What We Offer

Competitive salary with attractive performance-based incentives.

Exposure to diverse investment portfolios and HNI clientele.

Growth opportunities within the Jones Group’s financial ecosystem.

Keywords: Investment Sales, Wealth Management, HNI Clients, Business Development, Financial Planning, Mutual Funds, Corporate Sales, Bangalore Jobs

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