Customer Manager - Sales - Wealth Management (2-5 Yrs) Bangalore (BFSI Sales)

Role : Sales Customer Manager - Wealth ManagementLocation: BangaloreExperience: 2-5 YearsSalary: upto - 50,000 per month - 10,000 incentivesAbout the Role:The ideal candidates will have 2-5 years of mandatory experience in wealth management and will be responsible for client relationship management, sales growth, and offering customized financial solutions.Key Responsibilities:- Client Relationship Management: Manage and grow a portfolio of high-net-worth clients (HNWIs) by providing personalized wealth management solutions.- Sales & Business Development: Achieve and exceed sales targets for mutual funds, insurance, and other investment products.- Financial Advisory: Understand client financial goals and recommend the best investment strategies.- Market Analysis: Stay updated on financial markets, investment trends, and competitor offerings.- Onboarding & Client Servicing: Collaborate with internal teams to ensure smooth onboarding and excellent post-sales support.- Customer Satisfaction: Address client queries, conduct regular follow-ups, and ensure high customer retention.Requirements: - 2-5 years of proven experience in Wealth Management (Mandatory).
-Strong knowledge of financial markets, investment products, and wealth management solutions.
-Excellent communication and interpersonal skills with the ability to build long-term relationships.
-Ability to meet sales targets and work efficiently in a fast-paced environment.
-Customer-focused mindset with strong problem-solving abilities.
-Bachelor s degree in Finance, Business, or a related field.
-Certifications like NISM, CFP, or relevant financial qualifications will be an added advantage. (ref:updazz.com)

Payroll Type : Permanent