Wealth Manager - Sales - Bank (5-10 Yrs) Maharashtra (BFSI Sales)

THE ROLEYou will be responsible for- Responsible for acquiring & advising HNI clients.
-Study and have a thorough knowledge of the client s investments.
-Establish a pathway for sales growth via client meetings or virtual presentations.- Responsible for arranging and assisting seminars, workshops, and other business events.- Be updated with the market trends.- Prior experience working in wealth management firms, Private banking, PMS, Advisory, AIF Acquisition, or ticket MF Sales with exposure to HNI client management.- Fostering client relationships and increasing assets under management from potential clients.
-working closely with the research team, financial planning dept, product, and operations team for current investments and coordinating to make investment decisions for the clients.QUALIFICATIONS- Equity/finance advisory background is a must- Mandatory certification required: NISM XA & XB- Minimum of 5 years of experience- Experience in managing HNI clients (ticket size of 1 Cr)- Sales negotiation skills - Updated knowledge of financial market trends and services - Communication and virtual meeting skills (ref:updazz.com)

Payroll Type : Permanent