Wealth Manager

2 months ago

MumbaiPuneAhmedabad, India iimjobs Full time

Wealth Manager - Client Relations | Astaguru- Mumbai/Pune/Ahmedabad


AstaGuru operates as an online auction platform, allowing bidders and collectors from around the world to participate in their auctions via the internet. This digital approach has made it more accessible to a global audience.

The organization conducts auctions across various categories, including but not limited to:

- Fine Art: Paintings, sculptures, and other visual art pieces.

- Collectibles: Rare coins, vintage posters, stamps, and historical memorabilia.

- Luxury Collectibles: High-end watches, jewelry, designer fashion, and luxury accessories.

- Decorative Art: Furniture, antiques, and decorative items.

It showcases both Indian and international art and collectibles. The organization offers client services to assist bidders and sellers with any inquiries or assistance they may need throughout the auction process

Who are You?

- You are a professional responsible for sales of AstaGurus product offerings by acquiring, developingand managing customer relationships of HNIs, ultra-HNIs and NRIs.

- To start with, you will be part of a young and dynamic team that is achieving gross sales of 20 lacs to 2 crores every month. Our top performing managers achieve a gross sales of 5 crores every month because of the large and diversified product basket. You need good communication skills and strong knowledge about the clients investments to succeed in this profile.

- This is a high-connect job where you will be working closely with affluent clients. You work together with the inhouse product sourcing team and plan the best strategies to enhance the clients alternate investment portfolio.You should also advice customers on potential risk factors.

- You will be in constant contact with the clients, ensuring their aspirational and financial needs are met through AstaGurus product offerings.

Who fits the role?

- You need to be a post-graduate having 5 to 15 years of total work experience in sales to HNI, UltraHNI and NRI clients. You must be working in the markets of Mumbai, Pune, Nashik, Nagpur, Ahmedabad, Surat, Vadodara and Goa.

- Should be accustomed to acquiring, developing and managing clients. Experienced to sell products to HNI, Ultra-HNI and NRI clients.

- Candidates should be working in the following industries - banking, private banking, financial services, real estate and luxury products. Excel in selling products in the range of 50 lacs to 5 crores.

- Banking & private banking RMs should be having a portfolio of 50+ crores from which they are generating a revenue of 50+ lacs every year.

What are your responsibilities?

1) Research, identify, connect and tenaciously generate new potential clients

2) Methodically qualify, build, and manage an accurate sales funnel

3) Strategically plan and achieve sales target annually

4) Maintain a high volume of activity including outbound calls, emails and ensure continuous

client interaction.

5) Responsible for managing the end-to-end sales process for the artworks and collectibles

What are your Competencies?

Knowledge- Luxury Sales, Financial Product Sales, Wealth Manager Client Relations & Retention

Skills:


- Excellent communication skills

- Excellent interpersonal skills

- Good business & negotiation skills

- Prospecting & client management

- Mid-Level- Leadership skills

Personal attributes:


- Pleasing personality

- Presentation skills

- Independent thinker

- Self- Motivator

Technical Skills- Proficient in MS Office suite of Programs through private sales & auctions.

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