Senior Wealth Management Strategist
1 week ago
Arin Consultancy
About the Role:We are seeking an exceptional Senior Wealth Management Strategist to lead our business development efforts in the financial services sector. This is a highly demanding role that requires a strong sales background, excellent communication skills, and a proven ability to build strategic partnerships.
Key Responsibilities:- Proactively reach out to potential partners through daily calls and emails to foster new relationships and present our wealth management solutions.
- Schedule and conduct meetings with existing and potential partners to discuss collaboration opportunities and maximize partnership potential.
- Pursue B2C client acquisition through prospecting and qualifying high net worth individuals (HNIs) via cold calling and other lead-generation activities.
- Collaborate with the internal team for client portfolio analysis, financial planning, and addressing client queries.
- Bachelor's degree in Finance, Business Administration, or a related field.
- At least 5 years of experience in wealth management, business development, or a related field.
- Strong sales and negotiation skills, with a proven track record of building strategic partnerships.
- Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
The estimated salary for this role is ₹25,00,000 - ₹30,00,000 per annum, depending on experience and qualifications. In addition to a competitive salary, we offer a range of benefits, including health insurance, retirement savings plan, and professional development opportunities.
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