Sales manager(financial advisor)

4 weeks ago

Mumbai, India Seven52 Recruiters Full time
About our Client :-
Our Client is Focused on providing reliable, efficient, and responsible financial products to its clients. They provide a combination of best-of-breed proprietary and third-party products after evaluating all options available in the market.
Their experienced professionals are committed to understanding their clients’ unique financial goals and needs, building long-term relationships based on trust. They believe in the importance of financial planning in achieving financial security and success for our clients.
They have 20+ years of experience. They offer awesome financial and business services
Role & Responsibilities :-
1. Develop and maintain strong relationships with high-net-worth clients to understand their financial goals and investment preferences.
2. Provide personalized investment advice and asset allocation strategies based on clients' risk tolerance, financial objectives, and market conditions.
3. Drive new business development by identifying and acquiring new clients through prospecting and networking activities.
4. Stay abreast of market trends, economic indicators, and investment products to offer informed recommendations to clients.
5. Collaborate with portfolio managers and research teams to ensure a comprehensive understanding of the products and services offered by the asset management company.
6. Conduct regular portfolio reviews with clients to assess performance, address concerns, and make adjustments to the investment strategy as needed.
7. Stay informed about regulatory changes and compliance requirements related to asset management to ensure adherence to industry standards.
8. Provide education and training to clients on various investment products, market dynamics, and financial planning strategies.
9. Prepare and deliver client presentations, reports, and investment proposals in a clear and compelling manner.
10. Work closely with internal teams to ensure seamless account onboarding, servicing, and resolution of client inquiries.
11. Collaborate with marketing teams to develop and implement strategies for client retention and engagement.
12. Monitor and analyze competitors' offerings and market dynamics to identify opportunities and threats in the asset management landscape.
13. Maintain accurate and up-to-date client records and documentation, ensuring compliance with data privacy and security regulations.
14. Foster a positive and collaborative work environment by effectively communicating with internal stakeholders and cross-functional teams.
15. Continuously enhance professional knowledge through ongoing education, training, and participation in industry conferences to stay at the forefront of financial trends and products.
Qualification:
Graduate/Post Graduate in Marketing & Sales
Job Location - Thane West

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