- Generating Leads and conversion of leads into business.
- Acquiring and managing HNI/SME, Affluent clients and individuals.
- Maintaining in depth knowledge of company products and services.
- Building and maintaining robust relationships with potential and existing clients.
- Meeting sales/revenue targets.
- Managing Client portfolios & understand clients financial goals, risk tolerance, investment needs and provide solutions/advisory accordingly.
Preferred candidate profile
- Graduate/MBA with 3 - 6 years of relevant experience. An educational background in Finance/Investment will be an advantage.
- Fixed CTC
- Variable: Annual Performance Based Incentive, linked to a wealth book managed.
- Travelling expenses of client meets will be reimbursed.
- Group Health Insurance benefits as per company policy.
📌 Wealth Manager (Ahmedabad)
🏢 Epsilon Money Mart
📍 Ahmedabad
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