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Financial Market Strategist
2 weeks ago
The ideal candidate will possess a strong understanding of financial markets and have a passion for delivering value-driven solutions to clients.
To drive the expansion of our client base, we are seeking a highly motivated Wealth Manager who can identify business opportunities and promote our suite of investment products and services.
- Key Responsibilities:
- Proactively acquire new clients through direct outreach, referrals, networking, and market mapping
- Identify and pursue business development opportunities to grow the client base and assets under management
- Understand prospective clients' financial goals, risk appetite, and investment preferences to offer tailored solutions
- Conduct effective presentations and pitch investment offerings, including equities, mutual funds, bonds, insurance, and other products
- 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
- Stay informed about competitors, market trends, and regulatory developments to improve acquisition strategies
- Provide ongoing service and support to acquired clients, ensuring smooth transition into long-term relationship management
- Maintain accurate records of prospecting activity, leads, conversions, and client interactions using CRM tools
Requirements include:
- Bachelor's or Master's degree in any field
- Experience in sales/business development in share broking or wealth management
- NISM certifications (such as Series V-A and Series VII) preferred
- Proven track record of client acquisition and achieving sales targets
- Strong communication, negotiation, and interpersonal skills
- Self-driven, target-oriented, and energetic approach to client building
