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Sales - Central and Gujarat

3 months ago

Ahmedabad, India Neo Wealth and Asset Management Full time
About Neo Group:Neo group is a new age, focused Wealth and Asset Management platform that aims at providing clients with transparent, cost-efficient and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams. Assisting in India's glorious aspiration on self-reliance and egalitarian prosperity is Neo's underlying goal, and we are proud to stand united in that journey We are building the next billion tech for the best wealth management platform and financial ecosystem.

Location : Madhya Pradesh, Chhattisgarh and Gujarat

Brief Summary:

The role involves developing and executing a sales strategy to achieve AUM (Assets Under Management) targets, identifying new business opportunities, and adjusting strategies based on market trends and client needs. Key responsibilities include managing client relationships with institutional investors, financial advisors, and high-net-worth individuals, driving revenue growth through sales and AUM expansion, and ensuring high client satisfaction. The role also requires preparing sales reports and using data to inform decisions, while ensuring compliance with regulatory requirements. The ideal candidate should have an MBA, CA, or CFA, with 8-10 years of experience in asset management or financial services. They must have a proven track record in sales, strong leadership, and a deep understanding of financial products, investment strategies, and the asset management industry. Strong communication, negotiation, and interpersonal skills, along with strategic thinking and analytical abilities, are essential.