We are looking for an experienced Wealth Management Sales professional to acquire and manage HNI/UHNI clients, understand their financial requirements, and provide suitable investment solutions.
Key Responsibilities:
- Acquire new clients through references, networking, calling, and market research.
- Develop and maintain robust relationships with HNI/UHNI and affluent clients.
- Understand clients' financial goals, risk appetite, and investment requirements.
- Promote and sell financial products such as Mutual Funds, Bonds, PMS, AIF, Insurance, NPS, and other investment products.
- Achieve monthly/quarterly sales and revenue targets.
- Generate leads and convert prospects into long-term clients.
- Conduct regular client meetings and provide portfolio/investment updates.
- Coordinate with internal teams for account opening, KYC, transactions, and client servicing.
- Ensure compliance with company policies and applicable regulatory requirements.
- Maintain accurate records of client interactions, leads, and sales activities.