Description:Job Title: Private Wealth Sales SpecialistsLocation: Ahmedabad, IndiaExperience Level: Senior Level (Minimum 10 years of relevant experience)Education: Master’s Degree or MBA, preferably in Finance or Marketing
Key Responsibilities
• Drive sales of wealth management products such as portfolio management services (PMS), mutualfunds, and other financial instruments.
• Build and maintain solid client relationships with High Net Worth Individuals (HNIs) and affluentclients, understanding their financial goals and offering tailored solutions.
• Actively seek new business opportunities, manage client portfolios, and provide ongoing advisoryservices to ensure customer satisfaction and portfolio growth.
• Collaborate with internal teams, such as the research and product team, to stay updated on markettrends and product offerings.
• Achieve defined sales targets through effective networking, referrals,
and client relationshipmanagement.
Qualifications and Skills
• Educational Background: A minimum of a Master’s degree or MBA in Finance, Marketing, or relatedfields.
• Experience: Minimum 10 years of experience in sales and marketing of wealth managementproducts from reputed wealth management firms.
• Market Knowledge: Strong understanding of financial markets, investment products, and wealthmanagement solutions.
• Communication Skills: Excellent verbal and written communication in English; ability tocommunicate complex financial products clearly.
• Location: Must be based out of or willing to relocate to Ahmedabad.
• Client-Centric Approach: High attention to client needs with the ability to develop trust andlong-term client relationships.