Wealth Manager- Pre IPO/ unlisted sales expert

• Client Acquisition:

• Identify and acquire new high-net-worth and retail clients interested in investing in Pre-IPO and Unlisted Equity shares.
  
• Leverage leads, networks, and personal connections to build a client base.
  

• Sales & Revenue Generation:

• Promote and sell financial products like Pre-IPO shares, Unlisted Equity, Mutual Funds, SIPs, Bonds, etc.
  
• Drive revenue growth by meeting monthly and quarterly sales targets.
  
• Convert investor interest into transactions with consistent follow-ups and consultative selling.
  

• Client Relationship Management:

• Maintain strong relationships with existing clients to drive repeat business and referrals.
  
• Provide product knowledge, market updates, and timely portfolio recommendations.
  

• Market Intelligence:

• Stay updated on market trends, Pre-IPO opportunities, and newly listed/unlisted investment vehicles.
  
• Collaborate with the research team to deliver the best investment advice to clients.
  

• Reporting & Compliance:

• Maintain accurate records of client interactions, investment plans, and revenue milestones.
  
• Ensure adherence to SEBI and internal compliance regulations.

• Skills Required:

• Strong communication and presentation skills
  
• Excellent understanding of equity markets, Pre-IPO & Unlisted share ecosystem
  
• Result-oriented mindset with proven sales track record
  
• Ability to work independently and meet targets
  

Perks & Benefits:

• Fixed Monthly Salary
  
• Performance-Linked Incentives (no upper cap)
  
• Exposure to niche investment products like Pre-IPOs and Unlisted Shares
  
• Growth opportunities in a fast-growing SEBI-registered firm