
Area Sales Executive
5 days ago
Position : Wealth Manager & Relationship Manager
- Lead generation through various avenues.
- Analyzing clients' financial goals and assets allocation
- Offering clients recommendations on various financial products and services
- Examining client’s existing investment portfolios and suggesting improvements
- Managing and monitoring investments on behalf of clients
- Helping clients with tax and financial planning services
- Calling customers and updating them about the company's products, services, or new launches
- Helping develop effective strategies to increase overall wealth
- Managing assets and setting up investments for clients
- Enhance or expand investment portfolios through consultative reports and informed recommendations on fresh investment opportunities and resources.
- Coordinating with other Financial Planners within organization to meet client’s goals
- Monitoring the performance of investments done by clients
- Helping resolve any financial issues and other legal complications with investments.
- Setting sales targets for the organization.
- Preparing the sales reports for future reference.
- Obtain thorough knowledge of products offered by IB on various global exchanges
- Assist clients with opening and funding accounts.
**Job Types**: Full-time, Regular / Permanent
**Salary**: ₹10,000.00 - ₹45,000.00 per month
**Benefits**:
- Paid sick time
Schedule:
- Day shift
- Flexible shift
Supplemental pay types:
- Performance bonus
**Experience**:
- Field sales: 2 years (preferred)
- Sales: 2 years (preferred)
- total work: 2 years (preferred)
- Banking products: 2 years (preferred)
Willingness to travel:
- 75% (required)
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