Key Responsibilities

- Conduct outbound calls to prospective and existing clients to introduce and explain the company's Wealth Management services and investment solutions.

- Schedule and coordinate meetings with prospective clients for the VP – Wealth Management.

- Personally meet clients and prospects, wherever required, for business development and relationship-building activities.

- Present Wealth Management products, investment solutions, and services in a clear and professional manner.

- Understand client requirements, financial objectives, and investment preferences and communicate them effectively to the Wealth Management team.

- Follow up regularly with prospects and existing clients to generate business opportunities.

- Maintain strong and professional relationships with HNI, UHNI, corporate, and other potential clients.

- Prepare and deliver presentations to clients and prospects.

- Coordinate with the VP – Wealth Management for client meetings, presentations, follow-ups, and business proposals.

- Maintain accurate records of client interactions, leads, meetings, and follow-ups.

- Represent the organization professionally during client meetings,



events, seminars, and networking activities.

- Coordinate with internal teams to ensure smooth execution of client requirements.

- Maintain confidentiality of client information and follow all applicable compliance and internal policies.

Mandatory Skills

- Excellent verbal and written communication skills.

- Strong presentation and interpersonal skills.

- Confident and qualified personality.

- Excellent telephone etiquette and client-handling skills.

- Ability to communicate with HNI/UHNI and senior-level clients.

- Strong follow-up and relationship-building skills.

- Good negotiation and convincing abilities.

- Comfortable with both telephone outreach and face-to-face client meetings.

- Good command of English, Hindi and Gujarati language.

- Good knowledge of MS Office, particularly PowerPoint and Excel.

- Willingness to travel locally for client meetings when required.

Pay: ₹360,000.00 - ₹420,000.00 per year

Benefits

- Paid sick time

- Provident Fund

Work Location: In person

📌 Client Outreach & Wealth Management Executive (Vadodara)
🏢 A C Agarwal Share Brokers
📍 Vadodara