We are seeking a highly motivated and experienced Senior Wealth Management Sales Executive to join our team in Karnataka. The ideal candidate will have a strong background in wealth management and portfolio management services (PMS), with a proven track record of sales success in the high-net-worth individual (HNI) segment. This role is pivotal in driving our wealth management initiatives and expanding our client base.

Key Responsibilities
- Develop and maintain relationships with high-net-worth clients, understanding their financial goals and providing tailored wealth management solutions.
- Promote and sell portfolio management services, ensuring clients are informed about investment opportunities and market trends.
- Collaborate with internal teams to create customized investment strategies that align with client objectives.
- Conduct regular reviews of client portfolios and provide insights on performance and adjustments as needed.
- Stay updated on industry trends,



regulatory changes, and competitive landscape to effectively position our services.
- Achieve sales targets and contribute to the overall growth of the wealth management division. Required

Skills:
- Strong knowledge of wealth management and portfolio management services.
- Proven sales experience, particularly in the HNI segment.
- Excellent communication and interpersonal skills to build rapport with clients.
- Ability to analyze financial data and market trends to provide informed recommendations.
- Solid organizational skills and attention to detail. If you are a results-driven professional with a passion for wealth management and a desire to make a significant impact, we encourage you to apply for this exciting opportunity. This job is provided by Shine.com

📌 Senior Wealth Management Sales Executive (Bengaluru)
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📍 Bengaluru