Senior Wealth Manager

7 days ago

Hyderabad Secunderabad Telangana, India beBeeInvestment Full time

This role is for a professional in wealth management, focused on sales of investment products to individual clients. The ideal candidate will be responsible for accumulating assets, achieving sales targets, and managing relationships with clients for a range of wealth and investment products.

Key Responsibilities
  • Asset Accumulation: Responsible for gathering assets for various investment products, including mutual funds, pension schemes, alternative investments, corporate fixed deposits, and insurance products.
  • Sales Target Achievement: Achieve net asset collection (NAC) targets for assigned client base.
  • SIP Development: Create incremental Systematic Investment Plan (SIP) portfolios.
  • New Business Growth: Drive new business growth by reactivating or acquiring new clients.
  • Client Relationship Management: Regularly meet with clients to maintain and strengthen relationships.
Required Skills & Qualifications
  • Proven experience in a sales role within the wealth management or investment products space.
  • Strong knowledge of investment products, particularly mutual funds.
  • Ability to achieve and exceed sales targets.
  • Excellent client-facing and relationship management skills.
  • Experience in a B2C sales environment.
Benefits

The ideal candidate will have the opportunity to work with a top company, offering a competitive salary and benefits package, as well as opportunities for career growth and development.

What We Offer

In addition to a competitive salary and benefits package, we offer a dynamic and supportive work environment, opportunities for professional growth and development, and a chance to make a meaningful contribution to our organization.

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