
Dynamic Financial Solutions Specialist
1 week ago
We are seeking a highly motivated and entrepreneurial Wealth Manager to drive the expansion of our client base.
Key Responsibilities:- Acquire new clients through direct outreach, referrals, networking, and market mapping
- Pursue business development opportunities to grow the client base and AUM (Assets Under Management)
- Understand prospective clients' financial goals, risk appetite, and investment preferences to offer tailored solutions
- Collaborate with internal teams to ensure seamless onboarding and account activation of new clients
- Maintain a strong sales pipeline and achieve defined acquisition and revenue targets
The ideal candidate will have a strong understanding of financial markets and a passion for delivering value-driven solutions.
Requirements:- Bachelor's or Master's degree in any field
- Experience in sales/business development in share broking or wealth management
- NISM certifications preferred
- Proven track record of client acquisition and achieving sales targets
- Strong communication, negotiation, and interpersonal skills
This role is primarily focused on acquiring new clients and promoting our suite of investment products.
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