Established in 2022 as a wealth management firm by a veteran banker with more than 30 years of Experience.
It offers various services in the physical shares space.
They are dedicated to unlocking generational wealth for families and securing their futures.
We are looking to expand our team. This is where you come in
We are looking for Senior Business Acquisition Managers who can join us immediately.
Main Responsibilities:
Establish the first point of contact for leads through field visits (main)
Pitch our firm and our service offerings to the leads
Ensure closure of leads end-to-end
Assist the firm in documentation of the client as and when required
Qualifications:
At least 4 years of Experience in Banking (HNIs, Wealth) Real Estate, Luxury sales
Robust communication and interpersonal skills & should be fluent in English and Hindi
Should be presentable at all times
Individuals with experience in field visits and handling HNI clientele will be given preference
Preferred industry experiences Wealth Management, Real Estate, Banking, Insurance.
Preference would be given to female candidates who is comfortable with field sales.
Role Offerings:
Conveyance Reimbursements will be provided at actuals
The job role involves tele-calling & cold calls, physically meeting with potential clients & generating recent business by Referrals and cold calling.