About the Role

We are looking for a confident, well-presented, and highly articulate Client Outreach & Wealth Management Executive to support the VP Wealth Management in client outreach, relationship building, and business development activities.

The ideal candidate should have excellent communication and presentation skills, a qualified personality, and the ability to confidently interact with HNI/UHNI clients through telephone calls, video meetings, and face-to-face meetings.

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 skilled 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 solid 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.

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