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. In this role, you will be responsible for developing and maintaining relationships with HNI clients, understanding their financial needs, and providing tailored investment solutions.

You will work closely with our investment team to ensure that clients receive the highest level of service and support.

Key Responsibilities

- Identify and target potential HNI clients to expand the client base.
- Conduct thorough assessments of clients' financial situations and investment goals.
- Present and recommend appropriate wealth management strategies and PMS offerings.




- Build and maintain solid relationships with clients through regular communication and follow-ups.
- Collaborate with internal teams to ensure seamless execution of investment strategies.
- Stay updated on market trends and investment products to provide informed advice to clients.

Required Skills

- Strong knowledge of wealth management and PMS.
- Proven sales experience in the financial services industry, particularly with HNI clients.
- Excellent communication and interpersonal skills.
- Ability to analyze financial data and market trends.
- Strong client relationship management skills. If you are a results-driven professional with a passion for wealth management and a desire to help clients achieve their financial goals, 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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