Wealth Sales Manager

Role Overview: You will be responsible for acquiring preferred clients (HNI/Ultra HNI) and maintaining client relationships to generate AUM (Assets Under Management). Advising HNI/Ultra HNI clients on their Investments, managing their financial portfolio, and deepening the wallet from existing clients will be your primary focus. You will coordinate with the product and research team for investment decisions and assist in organizing seminars and workshops for business development. Achieving budgeted targets in terms of clients, volume of business, and assets will also be a key part of your role. Key Responsibilities: - Acquire preferred clients (HNI/Ultra HNI) - Maintain client relationships and generate AUM - Advise clients on Investments and manage financial portfolios - Coordinate with product and research team for investment decisions - Organize seminars, workshops, and business development activities - Achieve budgeted targets in terms of clients and business volume - Research and update yourself on available investments - Contact clients periodically to ensure satisfaction and returns - Review clients" investment needs for portfolio reassessment - Handle key products including Portfolio Management Services, Model Portfolio, Mutual Funds, Insurance, Bonds, Trading Equity, Commodities & Currency Qualifications Required: - Graduate / Post Graduate Additional Details: The company's functional area for this role is Marketing.,