Wealth Relationship Strategist

1 month ago


Bengaluru, Karnataka, India TekPillar Full time
Job Overview

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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