Wealth Relationship Strategist
1 month ago
We are seeking a highly skilled Wealth Relation Manager for our Bengaluru location. This is a full-time position that requires a Minimum of 2 years of core sales and marketing work experience in BFSI, FMCG, Pharma and other relevant fields.
Key Responsibilities:
- Develop and manage long-term relationships with clients, ensuring their financial needs are met
- Identify and target new business opportunities within the BFSI sector
- Create and implement effective sales strategies to achieve organizational goals and revenue targets and lead generation
- Lead and mentor a team of junior sales professionals, providing guidance and support as needed
- Negotiate terms and conditions of services with clients to ensure mutual satisfaction
- Continuously monitor market trends and competitor activities to identify new sales opportunities
- Prepare and present detailed reports on the sales activities and performance to senior management
Requirements
- Proven sales experience, particularly in the financial services sector
- Experience in marketing strategies and campaigns relevant to the BFSI industry
- Proficient in B2B sales processes and methodologies
- Strong understanding of insurance and mutual funds products and services
- Excellent team management skills, capable of leading and motivating a team effectively
- Strong negotiation skills with the ability to close deals successfully
- Exceptional client relationship management skills, with a focus on client satisfaction and retention
About TekPillar
We are a leading provider of innovative solutions and services. Our mission is to empower businesses to achieve their goals through strategic partnerships and expert guidance.
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