Sales Lead –Wealth Management

2 days ago


Park Circus Kolkata West Bengal, India BMD Group Full time ₹ 3,00,000 - ₹ 6,00,000 per year

Products & Services to Sell

Portfolio Management Services (PMS) - Discretionary investment management for HNI clients

Alternative Investment Funds (AIF) - Category III funds for sophisticated investors

Mutual Funds (MF) - Diversified investment schemes for retail and institutional investors

Loan Against Securities - Secured lending using securities as collateral

Key Responsibilities

Generate leads, achieve monthly targets, conduct product presentations

Client Management: Build relationships, ensure customer satisfaction, handle queries, conduct follow-ups

Required Qualifications

Bachelor's degree in Finance/Commerce/Business Administration

1-2 years' experience in financial services sales (PMS/AIF/MF preferred)

NISM certification or equivalent (preferred)kube

Must reside in Calcutta with local market knowledge

Proven track record of achieving sales targets

Essential Skills

Technical: Financial products knowledge (as mentioned above), latest SEBI/RBI regulations, MS Office, basic fund performance analysis

Sales: Excellent communication (English/Hindi/Bengali), presentation, negotiation, consultative selling

Performance Metrics

Monthly sales targets: ₹50-75 lakhs | New clients: 8-12/month | Conversion rate: 15%+

| Referrals generated | Portfolio growth

Career Growth Path

4-6 Months: Senior Sales Executive /

1-2 Years: Product Specialist

3-5 Years: Area Sales Manager / Branch Manager

Job Type: Full-time

Pay: ₹18, ₹25,000.00 per month

Ability to commute/relocate:

  • Park Circus, Kolkata, West Bengal: Reliably commute or planning to relocate before starting work (Preferred)

Education:

  • Bachelor's (Preferred)

Language:

  • English and wealth/investment related communication (Required)

Location:

  • Park Circus, Kolkata, West Bengal (Required)

Willingness to travel:

  • 25% (Preferred)

Work Location: In person



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